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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 | $84,022 | $107,941-22.2% | $91,994-8.7% | $152,909-45.1% |
| Participation rate | 36.8% | 81.2%-44.3pp | 78.6%-41.8pp | 82.5%-45.6pp |
| Annual return | 21.70% | 89.28%-67.6pp | 69.04%-47.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,164 | $6,366-50.3% | $5,924-46.6% | $5,851-45.9% |
| Admin fee / account holder | $900 | $10,521-91.5% | $7,744-88.4% | $11,601-92.2% |