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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 | $72,639 | $162,812-55.4% | $133,971-45.8% | $158,966-54.3% |
| Participation rate | 57.9% | 83.2%-25.3pp | 79.8%-21.9pp | 82.0%-24.1pp |
| Annual return | 13.93% | 41.94%-28.0pp | 45.09%-31.2pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,386 | $5,910-59.6% | $5,047-52.7% | $5,983-60.1% |
| Admin fee / account holder | $7,591 | $11,741-35.3% | $8,929-15.0% | $11,250-32.5% |