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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 | $88,824 | $185,856-52.2% | $170,028-47.8% | $139,456-36.3% |
| Participation rate | 46.2% | 87.8%-41.6pp | 87.0%-40.9pp | 80.3%-34.2pp |
| Annual return | 18.69% | 60.52%-41.8pp | 53.39%-34.7pp | 373.45%-354.8pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,523 | $11,623-43.9% | $10,409-37.3% | $6,711-2.8% |
| Admin fee / account holder | $711 | $15,387-95.4% | $12,820-94.5% | $11,407-93.8% |