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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 | $80,072 | $96,630-17.1% | $86,605-7.5% | $139,427-42.6% |
| Participation rate | 26.7% | 74.4%-47.7pp | 71.7%-45.0pp | 80.3%-53.7pp |
| Annual return | 17.08% | 106.48%-89.4pp | 591.39%-574.3pp | 373.27%-356.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,247 | $4,836-74.2% | $4,438-71.9% | $6,711-81.4% |
| Admin fee / account holder | $550 | $6,405-91.4% | $5,611-90.2% | $11,404-95.2% |