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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 | $211,239-59.7% | $178,528-52.3% | $145,877-41.6% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 9.35% | 30.22%-20.9pp | 27.11%-17.8pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,724 | $6,963-46.5% | $6,278-40.7% | $6,691-44.3% |
| Admin fee / account holder | $34,189 | $12,095+182.7% | $10,419+228.1% | $13,402+155.1% |