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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 | $97,262 | $132,099-26.4% | $115,599-15.9% | $138,895-30.0% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.3%-32.6pp | 79.9%-38.3pp |
| Annual return | 12.63% | 176.76%-164.1pp | 111.10%-98.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,800 | $5,617-14.5% | $4,889-1.8% | $6,396-25.0% |
| Admin fee / account holder | $21,477 | $15,650+37.2% | $12,841+67.3% | $12,562+71.0% |