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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 | $113,123 | $125,237-9.7% | $105,608+7.1% | $145,877-22.5% |
| Participation rate | 54.2% | 77.7%-23.5pp | 75.3%-21.1pp | 80.3%-26.1pp |
| Annual return | 11.89% | 225.76%-213.9pp | 116.50%-104.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,151 | $5,711-44.8% | $5,010-37.1% | $6,691-52.9% |
| Admin fee / account holder | $1,403 | $17,287-91.9% | $11,028-87.3% | $13,402-89.5% |