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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 | $83,871 | $134,817-37.8% | $123,973-32.3% | $155,188-46.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 15.90% | 515.49%-499.6pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,919 | $5,706-48.8% | $5,247-44.4% | $6,531-55.3% |
| Admin fee / account holder | $2,319 | $13,245-82.5% | $11,799-80.3% | $14,480-84.0% |