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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 | $93,834 | $152,592-38.5% | $125,180-25.0% | $152,885-38.6% |
| Participation rate | 65.2% | 83.3%-18.1pp | 79.8%-14.6pp | 82.5%-17.2pp |
| Annual return | 20.05% | 54.84%-34.8pp | 43.79%-23.7pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,323 | $5,868-26.3% | $4,937-12.4% | $5,851-26.1% |
| Admin fee / account holder | $19,556 | $13,435+45.6% | $9,703+101.6% | $11,598+68.6% |