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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 | $66,580 | $162,529-59.0% | $130,788-49.1% | $154,746-57.0% |
| Participation rate | 52.4% | 75.9%-23.5pp | 70.1%-17.7pp | 80.7%-28.3pp |
| Annual return | 13.41% | 510.48%-497.1pp | 386.44%-373.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $561 | $4,808-88.3% | $4,137-86.4% | $6,730-91.7% |
| Admin fee / account holder | $882 | $7,669-88.5% | $6,673-86.8% | $14,365-93.9% |