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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 | $73,980 | $118,708-37.7% | $98,920-25.2% | $158,982-53.5% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 15.71% | 372.49%-356.8pp | 196.47%-180.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,000 | $5,089-21.4% | $4,245-5.8% | $5,983-33.1% |
| Admin fee / account holder | $538 | $10,134-94.7% | $6,643-91.9% | $11,252-95.2% |