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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 | $73,211 | $139,948-47.7% | $121,663-39.8% | $154,746-52.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 13.04% | 230.52%-217.5pp | 147.54%-134.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,644 | $5,629+35.8% | $4,887+56.4% | $6,730+13.6% |
| Admin fee / account holder | $1,308 | $17,321-92.5% | $14,289-90.8% | $14,365-90.9% |