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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 | $105,642 | $70,366+50.1% | $66,674+58.4% | $138,895-23.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 16.91% | 386.41%-369.5pp | 321.24%-304.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $630 | $4,374-85.6% | $4,084-84.6% | $6,396-90.2% |
| Admin fee / account holder | $1,127 | $5,262-78.6% | $5,098-77.9% | $12,562-91.0% |