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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 | $89,029 | $165,939-46.3% | $122,354-27.2% | $147,586-39.7% |
| Participation rate | 41.7% | 79.6%-37.9pp | 71.6%-30.0pp | 82.8%-41.2pp |
| Annual return | 11.27% | 34.56%-23.3pp | 30.28%-19.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,390 | $4,005-65.3% | $3,287-57.7% | $5,439-74.4% |
| Admin fee / account holder | $4,767 | $7,425-35.8% | $5,479-13.0% | $10,886-56.2% |