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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 | $62,295 | $111,785-44.3% | $93,669-33.5% | $145,877-57.3% |
| Participation rate | 29.2% | 74.2%-45.1pp | 68.7%-39.6pp | 80.3%-51.1pp |
| Annual return | 10.13% | 203.79%-193.7pp | 133.59%-123.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,267 | $4,919-74.3% | $4,416-71.3% | $6,691-81.1% |
| Admin fee / account holder | $869 | $10,256-91.5% | $8,291-89.5% | $13,402-93.5% |