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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 | $89,949 | $110,410-18.5% | $102,437-12.2% | $145,897-38.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 19.08% | 24.85%-5.8pp | 24.95%-5.9pp | 552.29%-533.2pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,351 | $5,622-22.6% | $5,060-14.0% | $6,689-35.0% |
| Admin fee / account holder | $636 | $9,745-93.5% | $8,388-92.4% | $13,390-95.2% |