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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 | $75,690 | $148,623-49.1% | $135,974-44.3% | $139,466-45.7% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 14.32% | 79.30%-65.0pp | 68.30%-54.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,786 | $8,103-28.6% | $7,760-25.4% | $6,712-13.8% |
| Admin fee / account holder | $1,949 | $12,406-84.3% | $10,767-81.9% | $11,409-82.9% |