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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 | $96,527 | $165,939-41.8% | $122,354-21.1% | $147,586-34.6% |
| Participation rate | 57.9% | 79.6%-21.7pp | 71.6%-13.7pp | 82.8%-24.9pp |
| Annual return | 15.46% | 34.56%-19.1pp | 30.28%-14.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,324 | $4,005-42.0% | $3,287-29.3% | $5,439-57.3% |
| Admin fee / account holder | $3,852 | $7,425-48.1% | $5,479-29.7% | $10,886-64.6% |