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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 | $80,165 | $165,399-51.5% | $149,745-46.5% | $158,982-49.6% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 16.66% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,305 | $7,183-26.1% | $6,843-22.5% | $5,983-11.3% |
| Admin fee / account holder | $16,950 | $10,811+56.8% | $9,312+82.0% | $11,252+50.6% |