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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 | $79,658 | $110,093-27.6% | $97,295-18.1% | $145,897-45.4% |
| Participation rate | 28.6% | 75.9%-47.3pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 11.25% | 244.76%-233.5pp | 75.62%-64.4pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,012 | $4,678-78.4% | $4,264-76.3% | $6,689-84.9% |
| Admin fee / account holder | $821 | $6,212-86.8% | $5,646-85.5% | $13,390-93.9% |