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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 | $98,032 | $148,623-34.0% | $135,974-27.9% | $139,466-29.7% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 16.35% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,353 | $8,103-58.6% | $7,760-56.8% | $6,712-50.0% |
| Admin fee / account holder | $1,365 | $12,406-89.0% | $10,767-87.3% | $11,409-88.0% |