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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,730 | $115,814-52.7% | $101,275-46.0% | $158,982-65.6% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 21.38% | 56.16%-34.8pp | 46.48%-25.1pp | 302.99%-281.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,346 | $4,958-52.7% | $4,371-46.3% | $5,983-60.8% |
| Admin fee / account holder | $438 | $7,249-94.0% | $5,948-92.6% | $11,252-96.1% |