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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 | $91,085 | $157,304-42.1% | $141,197-35.5% | $152,909-40.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 21.04% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,637 | $7,111-48.8% | $6,710-45.8% | $5,851-37.8% |
| Admin fee / account holder | $5,619 | $12,126-53.7% | $10,265-45.3% | $11,601-51.6% |