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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 | $85,489 | $132,099-35.3% | $115,599-26.0% | $138,895-38.5% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.3%-32.2pp | 79.9%-37.8pp |
| Annual return | 21.35% | 176.76%-155.4pp | 111.10%-89.7pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,919 | $5,617-48.0% | $4,889-40.3% | $6,396-54.4% |
| Admin fee / account holder | $1,279 | $15,650-91.8% | $12,841-90.0% | $12,562-89.8% |