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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 | $128,482 | $226,135-43.2% | $182,558-29.6% | $152,909-16.0% |
| Participation rate | 38.9% | 82.5%-43.6pp | 78.0%-39.1pp | 82.5%-43.6pp |
| Annual return | 18.05% | 192.60%-174.6pp | 148.59%-130.5pp | 345.46%-327.4pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,588 | $6,371-59.4% | $5,526-53.2% | $5,851-55.8% |
| Admin fee / account holder | $5,241 | $10,707-51.1% | $8,594-39.0% | $11,601-54.8% |