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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 | $77,444 | $226,105-65.7% | $182,540-57.6% | $152,897-49.3% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.5%-53.9pp |
| Annual return | 20.26% | 192.58%-172.3pp | 148.58%-128.3pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,450 | $6,370-77.2% | $5,525-73.8% | $5,851-75.2% |
| Admin fee / account holder | $4,287 | $10,706-60.0% | $8,593-50.1% | $11,599-63.0% |