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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 | $225,673-72.8% | $203,872-69.8% | $155,188-60.4% |
| Participation rate | 34.8% | 80.3%-45.5pp | 77.8%-43.0pp | 80.8%-46.0pp |
| Annual return | 18.19% | 95.91%-77.7pp | 85.11%-66.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,501 | $6,893-49.2% | $6,388-45.2% | $6,531-46.4% |
| Admin fee / account holder | $478 | $12,327-96.1% | $11,730-95.9% | $14,480-96.7% |