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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 | $62,174 | $125,190-50.3% | $105,624-41.1% | $145,897-57.4% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 11.44% | 225.22%-213.8pp | 116.20%-104.8pp | 552.29%-540.8pp |
| Employer contribution / active EE | $608 | $3,720-83.7% | $3,168-80.8% | $4,663-87.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,307 | $17,138-86.5% | $10,961-79.0% | $13,390-82.8% |