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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 | $85,144 | $160,028-46.8% | $147,080-42.1% | $145,884-41.6% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 19.91% | 98.60%-78.7pp | 420.17%-400.3pp | 551.85%-531.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,606 | $8,422-9.7% | $8,066-5.7% | $6,690+13.7% |
| Admin fee / account holder | $41,568 | $15,030+176.6% | $12,989+220.0% | $13,392+210.4% |