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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 | $103,955 | $162,529-36.0% | $130,788-20.5% | $154,746-32.8% |
| Participation rate | 47.1% | 75.9%-28.8pp | 70.1%-23.0pp | 80.7%-33.6pp |
| Annual return | 15.79% | 510.48%-494.7pp | 386.44%-370.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,050 | $4,808+46.6% | $4,137+70.4% | $6,730+4.7% |
| Admin fee / account holder | $839 | $7,669-89.1% | $6,673-87.4% | $14,365-94.2% |