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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 | $101,403 | $157,296-35.5% | $141,191-28.2% | $152,897-33.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.32% | 64.34%-45.0pp | 71.41%-52.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,626 | $7,111-49.0% | $6,710-46.0% | $5,851-38.0% |
| Admin fee / account holder | $42,931 | $12,125+254.1% | $10,264+318.3% | $11,599+270.1% |