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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 | $104,760 | $160,028-34.5% | $147,080-28.8% | $145,884-28.2% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 64.55% | 98.60%-34.0pp | 420.17%-355.6pp | 551.85%-487.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,227 | $8,422-61.7% | $8,066-60.0% | $6,690-51.8% |
| Admin fee / account holder | $17,516 | $15,030+16.5% | $12,989+34.9% | $13,392+30.8% |