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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 | $73,642 | $106,923-31.1% | $84,023-12.4% | $152,909-51.8% |
| Participation rate | 53.3% | 75.3%-21.9pp | 69.0%-15.7pp | 82.5%-29.1pp |
| Annual return | 21.11% | 105.02%-83.9pp | 71.32%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,061 | $4,013-23.7% | $3,239-5.5% | $5,851-47.7% |
| Admin fee / account holder | $5,870 | $8,289-29.2% | $6,102-3.8% | $11,601-49.4% |