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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 | $112,691 | $118,695-5.1% | $98,916+13.9% | $158,950-29.1% |
| Participation rate | 11.1% | 77.8%-66.7pp | 76.0%-64.9pp | 82.0%-70.9pp |
| Annual return | 18.24% | 372.39%-354.2pp | 196.45%-178.2pp | 302.91%-284.7pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,969 | $5,088-61.3% | $4,245-53.6% | $5,983-67.1% |
| Admin fee / account holder | $2,278 | $10,132-77.5% | $6,642-65.7% | $11,248-79.8% |