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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 | $72,643 | $149,741-51.5% | $118,914-38.9% | $158,982-54.3% |
| Participation rate | 42.9% | 82.1%-39.3pp | 75.4%-32.5pp | 82.0%-39.1pp |
| Annual return | 13.63% | 19.94%-6.3pp | 35.89%-22.3pp | 302.99%-289.4pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,648 | $5,226-68.5% | $4,266-61.4% | $5,983-72.5% |
| Admin fee / account holder | $6,202 | $8,607-27.9% | $6,582-5.8% | $11,252-44.9% |