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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 | $76,705 | $176,786-56.6% | $146,643-47.7% | $167,536-54.2% |
| Participation rate | 39.1% | 83.6%-44.5pp | 80.1%-40.9pp | 82.1%-43.0pp |
| Annual return | 12.74% | 24.04%-11.3pp | 22.75%-10.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,905 | $6,440-23.8% | $5,506-10.9% | $6,342-22.7% |
| Admin fee / account holder | $1,114 | $13,262-91.6% | $10,280-89.2% | $12,315-91.0% |