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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 | $78,232 | $132,634-41.0% | $115,768-32.4% | $137,256-43.0% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.4%-29.4pp | 80.0%-35.0pp |
| Annual return | 11.45% | 160.70%-149.2pp | 100.46%-89.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,814 | $5,619-49.9% | $4,917-42.8% | $6,407-56.1% |
| Admin fee / account holder | $1,796 | $15,028-88.0% | $12,439-85.6% | $12,270-85.4% |