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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 | $81,584 | $132,099-38.2% | $115,599-29.4% | $138,895-41.3% |
| Participation rate | 23.1% | 77.9%-54.8pp | 74.3%-51.2pp | 79.9%-56.8pp |
| Annual return | 10.63% | 176.76%-166.1pp | 111.10%-100.5pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,818 | $5,617-49.8% | $4,889-42.4% | $6,396-55.9% |
| Admin fee / account holder | $430 | $15,650-97.3% | $12,841-96.7% | $12,562-96.6% |