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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 | $70,471 | $165,381-57.4% | $149,730-52.9% | $158,966-55.7% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 15.15% | 348.29%-333.1pp | 276.70%-261.6pp | 302.95%-287.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,003 | $7,182-16.4% | $6,843-12.3% | $5,983+0.3% |
| Admin fee / account holder | $6,329 | $10,809-41.5% | $9,310-32.0% | $11,250-43.7% |