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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 | $76,835 | $116,203-33.9% | $93,621-17.9% | $152,897-49.7% |
| Participation rate | 47.6% | 78.1%-30.4pp | 75.8%-28.2pp | 82.5%-34.8pp |
| Annual return | 22.43% | 35.96%-13.5pp | 32.76%-10.3pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,778 | $4,605-61.4% | $4,070-56.3% | $5,851-69.6% |
| Admin fee / account holder | $2,871 | $10,751-73.3% | $7,890-63.6% | $11,599-75.3% |