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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 | $61,468 | $208,088-70.5% | $186,193-67.0% | $154,746-60.3% |
| Participation rate | 34.8% | 80.0%-45.2pp | 77.1%-42.3pp | 80.7%-45.9pp |
| Annual return | 18.19% | 89.97%-71.8pp | 78.03%-59.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,501 | $7,078-50.5% | $6,513-46.2% | $6,730-48.0% |
| Admin fee / account holder | $478 | $11,698-95.9% | $11,058-95.7% | $14,365-96.7% |