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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 | $72,579 | $125,184-42.0% | $105,607-31.3% | $145,884-50.2% |
| Participation rate | 43.5% | 77.6%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 20.89% | 225.00%-204.1pp | 116.11%-95.2pp | 551.85%-531.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,060 | $5,714-11.4% | $5,011+1.0% | $6,690-24.4% |
| Admin fee / account holder | $10,354 | $17,133-39.6% | $10,958-5.5% | $13,392-22.7% |