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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 | $61,795 | $125,237-50.7% | $105,608-41.5% | $145,877-57.6% |
| Participation rate | 30.8% | 77.7%-46.9pp | 75.3%-44.5pp | 80.3%-49.5pp |
| Annual return | 12.16% | 225.76%-213.6pp | 116.50%-104.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,578 | $5,711-19.8% | $5,010-8.6% | $6,691-31.6% |
| Admin fee / account holder | $37,443 | $17,287+116.6% | $11,028+239.5% | $13,402+179.4% |