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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 | $131,524 | $209,428-37.2% | $178,498-26.3% | $158,950-17.3% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 18.15% | 188.78%-170.6pp | 151.09%-132.9pp | 302.91%-284.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,014 | $5,955-66.2% | $5,202-61.3% | $5,983-66.3% |
| Admin fee / account holder | $15,665 | $17,077-8.3% | $13,985+12.0% | $11,248+39.3% |