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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 | $76,041 | $105,158-27.7% | $94,672-19.7% | $139,487-45.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 18.92% | 38.11%-19.2pp | 156.89%-138.0pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,600 | $7,599+52.7% | $7,417+56.4% | $6,713+72.8% |
| Admin fee / account holder | $2,151 | $8,972-76.0% | $7,222-70.2% | $11,407-81.1% |