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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 | $75,609 | $102,938-26.5% | $94,105-19.7% | $138,895-45.6% |
| Participation rate | 52.9% | 74.6%-21.7pp | 71.9%-19.0pp | 79.9%-27.0pp |
| Annual return | 14.91% | 250.28%-235.4pp | 204.55%-189.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,462 | $4,196-17.5% | $3,881-10.8% | $6,396-45.9% |
| Admin fee / account holder | $20,026 | $6,600+203.4% | $6,199+223.0% | $12,562+59.4% |