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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 | $85,848 | $118,708-27.7% | $98,920-13.2% | $158,982-46.0% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 16.56% | 372.49%-355.9pp | 196.47%-179.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,721 | $5,089-46.5% | $4,245-35.9% | $5,983-54.5% |
| Admin fee / account holder | $6,800 | $10,134-32.9% | $6,643+2.4% | $11,252-39.6% |