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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 | $74,592 | $144,130-48.2% | $117,861-36.7% | $147,586-49.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 12.53% | 531.20%-518.7pp | 335.11%-322.6pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,025 | $5,316-24.3% | $4,482-10.2% | $5,439-26.0% |
| Admin fee / account holder | $27,560 | $10,887+153.2% | $8,021+243.6% | $10,886+153.2% |