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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 | $75,635 | $99,921-24.3% | $85,009-11.0% | $145,959-48.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 12.17% | 83.89%-71.7pp | 66.47%-54.3pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,767 | $5,293-28.8% | $4,522-16.7% | $6,689-43.7% |
| Admin fee / account holder | $407 | $7,252-94.4% | $6,153-93.4% | $13,398-97.0% |