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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 | $110,337-18.5% | $102,383-12.1% | $145,877-38.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 19.08% | 24.83%-5.8pp | 24.94%-5.9pp | 551.28%-532.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,351 | $5,621-22.6% | $5,060-14.0% | $6,691-35.0% |
| Admin fee / account holder | $636 | $9,750-93.5% | $8,391-92.4% | $13,402-95.3% |