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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 | $65,764 | $157,304-58.2% | $141,197-53.4% | $152,909-57.0% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.5%-44.0pp |
| Annual return | 16.17% | 64.34%-48.2pp | 71.41%-55.2pp | 345.46%-329.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,670 | $7,111-48.4% | $6,710-45.3% | $5,851-37.3% |
| Admin fee / account holder | $3,933 | $12,126-67.6% | $10,265-61.7% | $11,601-66.1% |