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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 | $86,921 | $112,112-22.5% | $95,956-9.4% | $158,950-45.3% |
| Participation rate | 46.2% | 79.0%-32.8pp | 77.1%-30.9pp | 82.0%-35.8pp |
| Annual return | 15.83% | 171.15%-155.3pp | 91.63%-75.8pp | 302.91%-287.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,990 | $4,784-58.4% | $4,167-52.2% | $5,983-66.7% |
| Admin fee / account holder | $6,854 | $10,134-32.4% | $6,797+0.8% | $11,248-39.1% |