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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 | $93,304 | $102,938-9.4% | $94,105-0.9% | $138,895-32.8% |
| Participation rate | 26.3% | 74.6%-48.3pp | 71.9%-45.6pp | 79.9%-53.6pp |
| Annual return | 15.51% | 250.28%-234.8pp | 204.55%-189.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,010 | $4,196-75.9% | $3,881-74.0% | $6,396-84.2% |
| Admin fee / account holder | $1,831 | $6,600-72.3% | $6,199-70.5% | $12,562-85.4% |