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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 | $97,584 | $115,810-15.7% | $101,271-3.6% | $158,966-38.6% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 21.90% | 56.15%-34.2pp | 46.48%-24.6pp | 302.95%-281.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,365 | $4,958-52.3% | $4,371-45.9% | $5,983-60.5% |
| Admin fee / account holder | $1,026 | $7,248-85.8% | $5,948-82.8% | $11,250-90.9% |