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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 | $149,040-55.3% | $120,225-44.6% | $137,256-51.5% |
| Participation rate | 52.4% | 75.4%-23.0pp | 69.6%-17.2pp | 80.0%-27.6pp |
| Annual return | 13.41% | 605.68%-592.3pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $561 | $4,655-87.9% | $3,999-86.0% | $6,407-91.2% |
| Admin fee / account holder | $882 | $6,348-86.1% | $5,696-84.5% | $12,270-92.8% |