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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 | $120,246 | $107,353+12.0% | $92,903+29.4% | $152,885-21.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 19.19% | 145.62%-126.4pp | 109.43%-90.2pp | 345.39%-326.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,959 | $4,848-18.3% | $4,238-6.6% | $5,851-32.3% |
| Admin fee / account holder | $5,633 | $7,081-20.4% | $5,795-2.8% | $11,598-51.4% |