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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 | $52,702 | $112,933-53.3% | $90,970-42.1% | $158,982-66.9% |
| Participation rate | 14.3% | 74.7%-60.5pp | 69.0%-54.7pp | 82.0%-67.7pp |
| Annual return | 6.94% | 215.82%-208.9pp | 134.60%-127.7pp | 302.99%-296.1pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,169 | $4,128-71.7% | $3,373-65.3% | $5,983-80.5% |
| Admin fee / account holder | $5,667 | $8,047-29.6% | $5,961-4.9% | $11,252-49.6% |