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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 | $74,311 | $165,381-55.1% | $149,730-50.4% | $158,966-53.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.61% | 348.29%-330.7pp | 276.70%-259.1pp | 302.95%-285.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,625 | $7,182-35.6% | $6,843-32.4% | $5,983-22.7% |
| Admin fee / account holder | $1,108 | $10,809-89.8% | $9,310-88.1% | $11,250-90.2% |