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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 | $65,681 | $160,028-59.0% | $147,080-55.3% | $145,884-55.0% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.8pp | 80.3%-50.9pp |
| Annual return | 13.93% | 98.60%-84.7pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,825 | $8,422-54.6% | $8,066-52.6% | $6,690-42.8% |
| Admin fee / account holder | $40,574 | $15,030+170.0% | $12,989+212.4% | $13,392+203.0% |