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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 | $117,069 | $90,530+29.3% | $76,030+54.0% | $145,897-19.8% |
| Participation rate | 16.7% | 74.4%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 11.62% | 625.08%-613.5pp | 361.54%-349.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,151 | $5,164-58.4% | $4,257-49.5% | $6,689-67.8% |
| Admin fee / account holder | $2,820 | $8,383-66.4% | $6,421-56.1% | $13,390-78.9% |