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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 | $56,688 | $107,368-47.2% | $92,915-39.0% | $152,909-62.9% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.5%-17.7pp |
| Annual return | 22.55% | 145.64%-123.1pp | 109.45%-86.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,427 | $4,848-70.6% | $4,238-66.3% | $5,851-75.6% |
| Admin fee / account holder | $3,665 | $7,082-48.3% | $5,796-36.8% | $11,601-68.4% |