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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 | $62,609 | $111,814-44.0% | $103,374-39.4% | $145,959-57.1% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 11.73% | 24.77%-13.0pp | 24.89%-13.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,053 | $5,618-27.9% | $5,058-19.9% | $6,689-39.4% |
| Admin fee / account holder | $312 | $9,754-96.8% | $8,394-96.3% | $13,398-97.7% |