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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 | $72,078 | $162,529-55.7% | $130,788-44.9% | $154,746-53.4% |
| Participation rate | 8.3% | 75.9%-67.5pp | 70.1%-61.8pp | 80.7%-72.4pp |
| Annual return | 13.55% | 510.48%-496.9pp | 386.44%-372.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,508 | $4,808-68.6% | $4,137-63.6% | $6,730-77.6% |
| Admin fee / account holder | $4,286 | $7,669-44.1% | $6,673-35.8% | $14,365-70.2% |