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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 | $62,891 | $226,105-72.2% | $182,540-65.5% | $152,897-58.9% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.0%-23.0pp | 82.5%-27.5pp |
| Annual return | 21.12% | 192.58%-171.5pp | 148.58%-127.5pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,665 | $6,370-11.1% | $5,525+2.5% | $5,851-3.2% |
| Admin fee / account holder | $32,970 | $10,706+208.0% | $8,593+283.7% | $11,599+184.2% |