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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 | $78,856 | $165,399-52.3% | $149,745-47.3% | $158,982-50.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 16.47% | 348.34%-331.9pp | 276.72%-260.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,144 | $7,183-14.5% | $6,843-10.2% | $5,983+2.7% |
| Admin fee / account holder | $4,562 | $10,811-57.8% | $9,312-51.0% | $11,252-59.5% |