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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 | $81,999 | $95,406-14.1% | $185,849-55.9% | $85,847-4.5% |
| Participation rate | 46.3% | 68.8%-22.5pp | 81.7%-35.4pp | 69.3%-23.0pp |
| Annual return | 11.89% | 23.59%-11.7pp | 122.10%-110.2pp | 318.61%-306.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,471 | $3,424+30.6% | $5,569-19.7% | $3,952+13.1% |
| Admin fee / account holder | $7,119 | $7,214-1.3% | $16,244-56.2% | $6,261+13.7% |