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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 | $82,001 | $118,708-30.9% | $98,920-17.1% | $158,966-48.4% |
| Participation rate | 52.6% | 77.8%-25.2pp | 76.0%-23.4pp | 82.0%-29.3pp |
| Annual return | 16.22% | 372.49%-356.3pp | 196.47%-180.2pp | 302.95%-286.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,222 | $5,089-56.3% | $4,245-47.7% | $5,983-62.9% |
| Admin fee / account holder | $10,197 | $10,134+0.6% | $6,643+53.5% | $11,250-9.4% |