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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 | $98,033 | $157,304-37.7% | $141,197-30.6% | $152,909-35.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.40% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,975 | $7,111-58.2% | $6,710-55.7% | $5,851-49.2% |
| Admin fee / account holder | $1,640 | $12,126-86.5% | $10,265-84.0% | $11,601-85.9% |