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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 | $73,031 | $162,821-55.1% | $133,978-45.5% | $158,982-54.1% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 30.61% | 41.95%-11.3pp | 45.10%-14.5pp | 302.99%-272.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,500 | $5,910+10.0% | $5,047+28.8% | $5,983+8.6% |
| Admin fee / account holder | $429 | $11,742-96.3% | $8,930-95.2% | $11,252-96.2% |