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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 | $74,972 | $115,810-35.3% | $101,271-26.0% | $158,966-52.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 16.84% | 56.15%-39.3pp | 46.48%-29.6pp | 302.95%-286.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,472 | $4,958-70.3% | $4,371-66.3% | $5,983-75.4% |
| Admin fee / account holder | $7,189 | $7,248-0.8% | $5,948+20.9% | $11,250-36.1% |