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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 | $76,580 | $152,612-49.8% | $125,192-38.8% | $152,897-49.9% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 19.85% | 54.85%-35.0pp | 43.79%-23.9pp | 345.43%-325.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,749 | $5,868-36.1% | $4,937-24.1% | $5,851-35.9% |
| Admin fee / account holder | $1,123 | $13,437-91.6% | $9,704-88.4% | $11,599-90.3% |