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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 | $85,281 | $115,810-26.4% | $101,271-15.8% | $158,966-46.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 11.36% | 56.15%-44.8pp | 46.48%-35.1pp | 302.95%-291.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,400 | $4,958-51.6% | $4,371-45.1% | $5,983-59.9% |
| Admin fee / account holder | $1,001 | $7,248-86.2% | $5,948-83.2% | $11,250-91.1% |