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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 | $76,662 | $115,796-33.8% | $101,264-24.3% | $158,950-51.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 21.99% | 56.15%-34.2pp | 46.48%-24.5pp | 302.91%-280.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,574 | $4,958-68.3% | $4,370-64.0% | $5,983-73.7% |
| Admin fee / account holder | $2,040 | $7,247-71.9% | $5,947-65.7% | $11,248-81.9% |