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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 | $69,175 | $124,175-44.3% | $108,405-36.2% | $167,553-58.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 9.82% | 1380.13%-1370.3pp | 905.55%-895.7pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,588 | $6,908-33.6% | $6,563-30.1% | $6,343-27.7% |
| Admin fee / account holder | $7,631 | $9,457-19.3% | $7,297+4.6% | $12,316-38.0% |