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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 | $89,337 | $165,361-46.0% | $149,715-40.3% | $158,950-43.8% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 14.88% | 348.24%-333.4pp | 276.66%-261.8pp | 302.91%-288.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,918 | $7,182-59.4% | $6,842-57.4% | $5,983-51.2% |
| Admin fee / account holder | $521 | $10,808-95.2% | $9,310-94.4% | $11,248-95.4% |