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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 | $87,472 | $157,304-44.4% | $141,197-38.0% | $152,909-42.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 17.98% | 64.34%-46.4pp | 71.41%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,238 | $7,111-40.4% | $6,710-36.8% | $5,851-27.6% |
| Admin fee / account holder | $4,788 | $12,126-60.5% | $10,265-53.4% | $11,601-58.7% |