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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 | $101,937 | $132,099-22.8% | $115,599-11.8% | $138,895-26.6% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.3%-15.9pp | 79.9%-21.6pp |
| Annual return | 24.15% | 176.76%-152.6pp | 111.10%-86.9pp | 145.39%-121.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,977 | $5,617-64.8% | $4,889-59.6% | $6,396-69.1% |
| Admin fee / account holder | $599 | $15,650-96.2% | $12,841-95.3% | $12,562-95.2% |