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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 | $117,332 | $185,883-36.9% | $170,043-31.0% | $139,466-15.9% |
| Participation rate | 42.1% | 87.8%-45.7pp | 87.0%-44.9pp | 80.3%-38.2pp |
| Annual return | 17.12% | 60.54%-43.4pp | 53.40%-36.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,866 | $11,626-66.7% | $10,410-62.9% | $6,712-42.4% |
| Admin fee / account holder | $74,372 | $15,393+383.1% | $12,824+479.9% | $11,409+551.9% |