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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 | $86,396 | $103,392-16.4% | $87,104-0.8% | $152,897-43.5% |
| Participation rate | 53.8% | 79.4%-25.5pp | 76.9%-23.0pp | 82.5%-28.6pp |
| Annual return | 21.00% | 28.10%-7.1pp | 28.19%-7.2pp | 345.43%-324.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,333 | $4,778-51.2% | $4,048-42.4% | $5,851-60.1% |
| Admin fee / account holder | $20,208 | $12,194+65.7% | $7,491+169.8% | $11,599+74.2% |