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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 | $107,581 | $124,346-13.5% | $111,306-3.3% | $167,553-35.8% |
| Participation rate | 64.3% | 79.6%-15.3pp | 77.3%-13.0pp | 82.1%-17.8pp |
| Annual return | 10.83% | 37.46%-26.6pp | 54.67%-43.8pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,403 | $5,182+81.5% | $4,488+109.5% | $6,343+48.3% |
| Admin fee / account holder | $4,664 | $10,623-56.1% | $7,966-41.4% | $12,316-62.1% |