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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 | $98,542 | $139,948-29.6% | $121,663-19.0% | $154,746-36.3% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 16.14% | 230.52%-214.4pp | 147.54%-131.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,669 | $5,629-34.8% | $4,887-24.9% | $6,730-45.5% |
| Admin fee / account holder | $4,627 | $17,321-73.3% | $14,289-67.6% | $14,365-67.8% |