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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 | $70,933 | $111,785-36.5% | $93,669-24.3% | $145,877-51.4% |
| Participation rate | 65.2% | 74.2%-9.0pp | 68.7%-3.5pp | 80.3%-15.1pp |
| Annual return | 15.81% | 203.79%-188.0pp | 133.59%-117.8pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,595 | $4,919-26.9% | $4,416-18.6% | $6,691-46.3% |
| Admin fee / account holder | $6,301 | $10,256-38.6% | $8,291-24.0% | $13,402-53.0% |