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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 | $211,239-60.7% | $178,528-53.5% | $145,877-43.0% |
| Participation rate | 45.0% | 80.8%-35.8pp | 77.1%-32.1pp | 80.3%-35.3pp |
| Annual return | 10.87% | 30.22%-19.4pp | 27.11%-16.2pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,312 | $6,963-38.1% | $6,278-31.3% | $6,691-35.6% |
| Admin fee / account holder | $5,405 | $12,095-55.3% | $10,419-48.1% | $13,402-59.7% |