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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 | $154,754-53.4% | $124,206-42.0% | $138,895-48.1% |
| Participation rate | 8.3% | 75.5%-67.1pp | 69.6%-61.2pp | 79.9%-71.6pp |
| Annual return | 13.55% | 709.28%-695.7pp | 515.27%-501.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,508 | $4,621-67.4% | $3,968-62.0% | $6,396-76.4% |
| Admin fee / account holder | $4,286 | $6,690-35.9% | $5,929-27.7% | $12,562-65.9% |