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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 | $72,412 | $104,953-31.0% | $84,637-14.4% | $152,909-52.6% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 20.23% | 373.94%-353.7pp | 258.82%-238.6pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,944 | $4,691-37.2% | $3,900-24.5% | $5,851-49.7% |
| Admin fee / account holder | $522 | $6,244-91.6% | $4,914-89.4% | $11,601-95.5% |