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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 | $112,589 | $105,960+6.3% | $81,726+37.8% | $158,982-29.2% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.0%-32.0pp | 82.0%-42.0pp |
| Annual return | 22.17% | 38.19%-16.0pp | 29.49%-7.3pp | 302.99%-280.8pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,133 | $13,011-68.2% | $7,108-41.9% | $5,983-30.9% |
| Admin fee / account holder | $3,005 | $8,494-64.6% | $5,160-41.8% | $11,252-73.3% |