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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 | $70,736 | $102,385-30.9% | $147,080-51.9% | $80,935-12.6% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 16.60% | 135.09%-118.5pp | 420.17%-403.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,718 | $6,651+1.0% | $8,066-16.7% | $4,299+56.3% |
| Admin fee / account holder | $3,745 | $7,951-52.9% | $12,989-71.2% | $6,924-45.9% |