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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 | $117,570 | $152,619-23.0% | $125,195-6.1% | $152,909-23.1% |
| Participation rate | 56.5% | 83.3%-26.8pp | 79.8%-23.3pp | 82.5%-25.9pp |
| Annual return | 29.31% | 54.85%-25.5pp | 43.79%-14.5pp | 345.46%-316.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,165 | $5,869-46.1% | $4,937-35.9% | $5,851-45.9% |
| Admin fee / account holder | $37,294 | $13,437+177.5% | $9,704+284.3% | $11,601+221.5% |