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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 | $289,211-78.7% | $260,467-76.4% | $198,609-69.1% |
| Participation rate | 34.8% | 83.1%-48.3pp | 80.5%-45.7pp | 82.4%-47.6pp |
| Annual return | 18.19% | 112.90%-94.7pp | 100.60%-82.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,501 | $6,812-48.6% | $6,319-44.6% | $6,977-49.8% |
| Admin fee / account holder | $478 | $16,236-97.1% | $15,461-96.9% | $19,030-97.5% |