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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 | $79,163 | $226,105-65.0% | $182,540-56.6% | $152,897-48.2% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.0%-32.5pp | 82.5%-37.0pp |
| Annual return | 24.36% | 192.58%-168.2pp | 148.58%-124.2pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,547 | $6,370-75.7% | $5,525-72.0% | $5,851-73.6% |
| Admin fee / account holder | $6,185 | $10,706-42.2% | $8,593-28.0% | $11,599-46.7% |