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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 | $72,892 | $118,877-38.7% | $96,570-24.5% | $167,536-56.5% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.8%-1.6pp | 82.1%-13.9pp |
| Annual return | 12.81% | 50.50%-37.7pp | 37.79%-25.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,439 | $4,617-68.8% | $3,849-62.6% | $6,342-77.3% |
| Admin fee / account holder | $1,313 | $8,069-83.7% | $6,182-78.8% | $12,315-89.3% |