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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 | $78,889 | $137,414-42.6% | $189,520-58.4% | $85,856-8.1% |
| Participation rate | 69.5% | 84.6%-15.1pp | 87.8%-18.3pp | 69.3%+0.2pp |
| Annual return | 32.41% | 38.14%-5.7pp | 555.25%-522.8pp | 318.58%-286.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,154 | $6,260-49.6% | $8,220-61.6% | $3,952-20.2% |
| Admin fee / account holder | $5,647 | $8,630-34.6% | $12,046-53.1% | $6,261-9.8% |