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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 | $93,357 | $112,933-17.3% | $90,970+2.6% | $158,982-41.3% |
| Participation rate | 21.1% | 74.7%-53.7pp | 69.0%-48.0pp | 82.0%-60.9pp |
| Annual return | 7.88% | 215.82%-207.9pp | 134.60%-126.7pp | 302.99%-295.1pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,517 | $4,128-14.8% | $3,373+4.3% | $5,983-41.2% |
| Admin fee / account holder | $8,126 | $8,047+1.0% | $5,961+36.3% | $11,252-27.8% |