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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 | $118,459 | $154,209-23.2% | $130,062-8.9% | $139,487-15.1% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-17.0pp | 80.3%-18.8pp |
| Annual return | 15.26% | 32.52%-17.3pp | -137.37%+152.6pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,670 | $6,709-60.2% | $5,821-54.1% | $6,713-60.2% |
| Admin fee / account holder | $1,234 | $13,988-91.2% | $10,601-88.4% | $11,407-89.2% |