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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 | $66,300 | $152,612-56.6% | $125,192-47.0% | $152,897-56.6% |
| Participation rate | 21.4% | 83.3%-61.9pp | 79.8%-58.4pp | 82.5%-61.0pp |
| Annual return | 21.10% | 54.85%-33.7pp | 43.79%-22.7pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,653 | $5,868-20.7% | $4,937-5.8% | $5,851-20.5% |
| Admin fee / account holder | $29,036 | $13,437+116.1% | $9,704+199.2% | $11,599+150.3% |