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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 | $82,575 | $105,145-21.5% | $94,664-12.8% | $139,466-40.8% |
| Participation rate | 64.7% | 82.4%-17.7pp | 80.8%-16.1pp | 80.3%-15.6pp |
| Annual return | 19.83% | 38.09%-18.3pp | 156.84%-137.0pp | 373.66%-353.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,531 | $7,599-40.4% | $7,417-38.9% | $6,712-32.5% |
| Admin fee / account holder | $849 | $8,972-90.5% | $7,222-88.2% | $11,409-92.6% |