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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 | $74,164 | $183,627-59.6% | $155,602-52.3% | $145,978-49.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 18.11% | 61.32%-43.2pp | 64.81%-46.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,625 | $6,466-59.4% | $5,629-53.4% | $6,690-60.8% |
| Admin fee / account holder | $468 | $19,327-97.6% | $15,923-97.1% | $13,400-96.5% |