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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 | $70,708 | $102,393-30.9% | $147,041-51.9% | $80,911-12.6% |
| Participation rate | 41.9% | 75.9%-34.0pp | 82.2%-40.3pp | 67.6%-25.8pp |
| Annual return | 14.50% | 134.95%-120.4pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,078 | $6,647-38.6% | $8,071-49.5% | $4,297-5.1% |
| Admin fee / account holder | $4,942 | $7,943-37.8% | $13,006-62.0% | $6,935-28.7% |