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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 | $71,503 | $81,476-12.2% | $102,383-30.2% | $80,925-11.6% |
| Participation rate | 44.8% | 66.8%-22.0pp | 74.5%-29.7pp | 67.7%-22.8pp |
| Annual return | 52.69% | 25.59%+27.1pp | 24.94%+27.8pp | 35.65%+17.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,196 | $3,871+8.4% | $5,060-17.1% | $4,299-2.4% |
| Admin fee / account holder | $3,944 | $6,717-41.3% | $8,391-53.0% | $6,940-43.2% |