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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 | $68,306 | $165,381-58.7% | $149,730-54.4% | $158,966-57.0% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 11.97% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-291.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,530 | $7,182-64.8% | $6,843-63.0% | $5,983-57.7% |
| Admin fee / account holder | $20,185 | $10,809+86.7% | $9,310+116.8% | $11,250+79.4% |