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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 | $81,646 | $165,361-50.6% | $149,715-45.5% | $158,950-48.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.54% | 348.24%-334.7pp | 276.66%-263.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,429 | $7,182-38.3% | $6,842-35.3% | $5,983-26.0% |
| Admin fee / account holder | $549 | $10,808-94.9% | $9,310-94.1% | $11,248-95.1% |