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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 | $82,641 | $175,231-52.8% | $149,696-44.8% | $139,466-40.7% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.3pp | 80.3%-23.8pp |
| Annual return | 12.90% | 166.77%-153.9pp | 134.46%-121.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,206 | $6,521-66.2% | $5,682-61.2% | $6,712-67.1% |
| Admin fee / account holder | $1,179 | $16,155-92.7% | $13,212-91.1% | $11,409-89.7% |