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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 | $85,017 | $112,935-24.7% | $90,970-6.5% | $158,966-46.5% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 10.75% | 215.79%-205.0pp | 134.58%-123.8pp | 302.95%-292.2pp |
| Employer contribution / active EE | $101 | $2,895-96.5% | $2,122-95.2% | $4,762-97.9% |
| Participant deferral / active EE | $2,904 | $4,129-29.7% | $3,373-13.9% | $5,983-51.5% |
| Admin fee / account holder | $17,958 | $8,045+123.2% | $5,960+201.3% | $11,250+59.6% |