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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 | $82,428 | $227,291-63.7% | $214,702-61.6% | $155,188-46.9% |
| Participation rate | 55.6% | 88.0%-32.4pp | 87.5%-31.9pp | 80.8%-25.2pp |
| Annual return | 12.90% | 60.08%-47.2pp | 54.55%-41.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,732 | $9,582-61.1% | $9,147-59.2% | $6,531-42.9% |
| Admin fee / account holder | $1,216 | $20,413-94.0% | $19,830-93.9% | $14,480-91.6% |