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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 | $85,124 | $211,224-59.7% | $178,505-52.3% | $145,897-41.7% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 9.35% | 30.28%-20.9pp | 27.16%-17.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,724 | $6,966-46.5% | $6,280-40.7% | $6,689-44.3% |
| Admin fee / account holder | $34,189 | $12,109+182.3% | $10,428+227.9% | $13,390+155.3% |