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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 | $95,737 | $63,346+51.1% | $92,240+3.8% | $70,126+36.5% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 16.77% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,699 | $2,854+134.7% | $3,897+71.9% | $3,332+101.1% |
| Admin fee / account holder | $5,639 | $3,841+46.8% | $5,194+8.6% | $4,645+21.4% |