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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 | $90,554 | $227,597-60.2% | $189,575-52.2% | $167,536-45.9% |
| Participation rate | 57.1% | 82.5%-25.4pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 135.82% | 78.44%+57.4pp | 64.19%+71.6pp | 478.82%-343.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,995 | $7,002-42.9% | $6,174-35.3% | $6,342-37.0% |
| Admin fee / account holder | $2,524 | $11,877-78.7% | $9,806-74.3% | $12,315-79.5% |