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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 | $66,204 | $48,053+37.8% | $84,637-21.8% | $72,976-9.3% |
| Participation rate | 31.1% | 57.6%-26.5pp | 68.2%-37.1pp | 69.5%-38.4pp |
| Annual return | 21.38% | 37.39%-16.0pp | 258.82%-237.4pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,094 | $2,681+52.7% | $3,900+5.0% | $3,608+13.5% |
| Admin fee / account holder | $17,520 | $3,395+416.0% | $4,914+256.5% | $5,124+241.9% |