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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 | $113,341 | $100,911+12.3% | $90,440+25.3% | $158,966-28.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 6.68% | 1726.62%-1719.9pp | 1294.38%-1287.7pp | 302.95%-296.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,120 | $4,348-28.3% | $3,964-21.3% | $5,983-47.9% |
| Admin fee / account holder | $5,541 | $6,507-14.8% | $5,615-1.3% | $11,250-50.7% |