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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 | $83,105 | $211,224-60.7% | $178,505-53.4% | $145,897-43.0% |
| Participation rate | 45.0% | 80.8%-35.8pp | 77.1%-32.1pp | 80.3%-35.3pp |
| Annual return | 10.87% | 30.28%-19.4pp | 27.16%-16.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,312 | $6,966-38.1% | $6,280-31.3% | $6,689-35.5% |
| Admin fee / account holder | $5,405 | $12,109-55.4% | $10,428-48.2% | $13,390-59.6% |