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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 | $113,915 | $118,695-4.0% | $98,916+15.2% | $158,950-28.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 11.39% | 372.39%-361.0pp | 196.45%-185.1pp | 302.91%-291.5pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,466 | $5,088-71.2% | $4,245-65.5% | $5,983-75.5% |
| Admin fee / account holder | $2,094 | $10,132-79.3% | $6,642-68.5% | $11,248-81.4% |