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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 | $83,053 | $157,296-47.2% | $141,191-41.2% | $152,897-45.7% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.5%-35.8pp |
| Annual return | 17.51% | 64.34%-46.8pp | 71.41%-53.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,104 | $7,111-14.2% | $6,710-9.0% | $5,851+4.3% |
| Admin fee / account holder | $59,905 | $12,125+394.1% | $10,264+483.6% | $11,599+416.5% |