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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 | $79,102 | $185,830-57.4% | $170,004-53.5% | $139,427-43.3% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 15.97% | 60.52%-44.5pp | 53.39%-37.4pp | 373.27%-357.3pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,885 | $11,622-58.0% | $10,408-53.1% | $6,711-27.2% |
| Admin fee / account holder | $3,275 | $15,381-78.7% | $12,816-74.4% | $11,404-71.3% |