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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 | $74,703 | $110,410-32.3% | $102,437-27.1% | $145,897-48.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 15.15% | 24.85%-9.7pp | 24.95%-9.8pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,145 | $5,622-26.3% | $5,060-18.1% | $6,689-38.0% |
| Admin fee / account holder | $4,642 | $9,745-52.4% | $8,388-44.7% | $13,390-65.3% |