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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 | $149,040-51.6% | $120,225-40.0% | $137,256-47.5% |
| Participation rate | 8.3% | 75.4%-67.1pp | 69.6%-61.2pp | 80.0%-71.6pp |
| Annual return | 13.55% | 605.68%-592.1pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,508 | $4,655-67.6% | $3,999-62.3% | $6,407-76.5% |
| Admin fee / account holder | $4,286 | $6,348-32.5% | $5,696-24.8% | $12,270-65.1% |