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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 | $78,346 | $157,276-50.2% | $141,177-44.5% | $152,885-48.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 26.04% | 64.33%-38.3pp | 71.40%-45.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $3 | $5,262-99.9% | $4,736-99.9% | $4,763-99.9% |
| Participant deferral / active EE | $7,540 | $7,110+6.0% | $6,710+12.4% | $5,851+28.9% |
| Admin fee / account holder | $4,021 | $12,123-66.8% | $10,263-60.8% | $11,598-65.3% |