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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 | $86,615 | $118,695-27.0% | $98,916-12.4% | $158,950-45.5% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 7.49% | 372.39%-364.9pp | 196.45%-189.0pp | 302.91%-295.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,526 | $5,088-50.4% | $4,245-40.5% | $5,983-57.8% |
| Admin fee / account holder | $2,335 | $10,132-77.0% | $6,642-64.8% | $11,248-79.2% |