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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 | $36,067 | $226,135-84.1% | $182,558-80.2% | $152,909-76.4% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.5%-27.9pp |
| Annual return | 21.95% | 192.60%-170.7pp | 148.59%-126.6pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,373 | $6,371-47.1% | $5,526-39.0% | $5,851-42.4% |
| Admin fee / account holder | $1,177 | $10,707-89.0% | $8,594-86.3% | $11,601-89.9% |