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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 | $73,318 | $105,200-30.3% | $159,474-54.0% | $85,847-14.6% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.8%-26.8pp | 69.3%-13.3pp |
| Annual return | 16.68% | 45.08%-28.4pp | 263.68%-247.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,530 | $5,946+93.9% | $7,353+56.8% | $3,952+191.7% |
| Admin fee / account holder | $6,129 | $6,934-11.6% | $10,802-43.3% | $6,261-2.1% |