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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 | $86,790 | $217,427-60.1% | $185,837-53.3% | $167,518-48.2% |
| Participation rate | 38.5% | 86.0%-47.6pp | 81.7%-43.2pp | 82.1%-43.6pp |
| Annual return | 11.47% | 148.39%-136.9pp | 122.08%-110.6pp | 478.71%-467.2pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,657 | $6,357-58.2% | $5,568-52.3% | $6,342-58.1% |
| Admin fee / account holder | $2,499 | $19,816-87.4% | $16,241-84.6% | $12,312-79.7% |