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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 | $95,716 | $232,540-58.8% | $185,117-48.3% | $147,586-35.1% |
| Participation rate | 25.0% | 82.4%-57.4pp | 77.3%-52.3pp | 82.8%-57.8pp |
| Annual return | 18.88% | 43.03%-24.2pp | 40.50%-21.6pp | 578.59%-559.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,362 | $5,834-59.5% | $5,045-53.2% | $5,439-56.6% |
| Admin fee / account holder | $693 | $10,275-93.3% | $8,159-91.5% | $10,886-93.6% |