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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 | $75,175 | $115,810-35.1% | $101,271-25.8% | $158,966-52.7% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 13.03% | 56.15%-43.1pp | 46.48%-33.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,500 | $4,958-9.2% | $4,371+3.0% | $5,983-24.8% |
| Admin fee / account holder | $9,233 | $7,248+27.4% | $5,948+55.2% | $11,250-17.9% |