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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 | $122,224 | $166,242-26.5% | $165,071-26.0% | $145,884-16.2% |
| Participation rate | 21.4% | 82.0%-60.6pp | 78.6%-57.2pp | 80.3%-58.9pp |
| Annual return | 14.70% | 100.44%-85.7pp | 70.17%-55.5pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,880 | $6,964-58.6% | $6,035-52.3% | $6,690-56.9% |
| Admin fee / account holder | $1,116 | $16,658-93.3% | $12,695-91.2% | $13,392-91.7% |