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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 | $78,396 | $185,856-57.8% | $170,028-53.9% | $139,456-43.8% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 23.38% | 60.52%-37.1pp | 53.39%-30.0pp | 373.45%-350.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,353 | $11,623-36.7% | $10,409-29.4% | $6,711+9.6% |
| Admin fee / account holder | $404 | $15,387-97.4% | $12,820-96.8% | $11,407-96.5% |