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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 | $81,669 | $202,430-59.7% | $169,369-51.8% | $139,427-41.4% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.2%-52.2pp | 80.3%-55.3pp |
| Annual return | 11.45% | 531.86%-520.4pp | 405.70%-394.3pp | 373.27%-361.8pp |
| Employer contribution / active EE | $0 | $4,690-100.0% | $4,011-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,570 | $6,938-63.0% | $6,221-58.7% | $6,711-61.7% |
| Admin fee / account holder | $2,170 | $10,716-79.7% | $9,009-75.9% | $11,404-81.0% |