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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 | $117,353 | $232,540-49.5% | $185,117-36.6% | $147,586-20.5% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 15.13% | 43.03%-27.9pp | 40.50%-25.4pp | 578.59%-563.5pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,902 | $5,834-50.3% | $5,045-42.5% | $5,439-46.6% |
| Admin fee / account holder | $5,090 | $10,275-50.5% | $8,159-37.6% | $10,886-53.2% |