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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 | $74,161 | $107,368-30.9% | $92,915-20.2% | $152,909-51.5% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 21.80% | 145.64%-123.8pp | 109.45%-87.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,926 | $4,848-60.3% | $4,238-54.6% | $5,851-67.1% |
| Admin fee / account holder | $2,095 | $7,082-70.4% | $5,796-63.8% | $11,601-81.9% |