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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 | $79,089 | $148,623-46.8% | $135,974-41.8% | $139,466-43.3% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 16.39% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,207 | $8,103-60.4% | $7,760-58.7% | $6,712-52.2% |
| Admin fee / account holder | $10,185 | $12,406-17.9% | $10,767-5.4% | $11,409-10.7% |