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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 | $102,176 | $211,288-51.6% | $178,540-42.8% | $145,884-30.0% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 19.32% | 30.27%-11.0pp | 27.15%-7.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,306 | $6,967-38.2% | $6,281-31.4% | $6,690-35.6% |
| Admin fee / account holder | $7,761 | $12,105-35.9% | $10,424-25.6% | $13,392-42.1% |