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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 | $123,250 | $125,190-1.5% | $105,624+16.7% | $145,897-15.5% |
| Participation rate | 38.9% | 77.6%-38.7pp | 75.3%-36.4pp | 80.3%-41.4pp |
| Annual return | 11.32% | 225.22%-213.9pp | 116.20%-104.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,044 | $5,716-29.2% | $5,013-19.3% | $6,689-39.5% |
| Admin fee / account holder | $9,521 | $17,138-44.4% | $10,961-13.1% | $13,390-28.9% |