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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 | $226,090-65.0% | $182,531-56.6% | $152,885-48.2% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.0%-32.5pp | 82.5%-37.0pp |
| Annual return | 24.36% | 192.57%-168.2pp | 148.57%-124.2pp | 345.39%-321.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,547 | $6,369-75.7% | $5,525-72.0% | $5,851-73.6% |
| Admin fee / account holder | $6,185 | $10,705-42.2% | $8,593-28.0% | $11,598-46.7% |