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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 | $98,301 | $232,540-57.7% | $185,117-46.9% | $147,585-33.4% |
| Participation rate | 30.4% | 82.4%-51.9pp | 77.3%-46.8pp | 82.8%-52.4pp |
| Annual return | 13.75% | 43.03%-29.3pp | 40.50%-26.7pp | 578.58%-564.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,818 | $5,834-51.7% | $5,045-44.1% | $5,439-48.2% |
| Admin fee / account holder | $32,992 | $10,275+221.1% | $8,159+304.3% | $10,886+203.1% |