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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 | $85,115 | $108,912-21.8% | $100,383-15.2% | $145,959-41.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 37.56% | 57.96%-20.4pp | 49.26%-11.7pp | 561.95%-524.4pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,321 | $8,451-1.5% | $8,086+2.9% | $6,689+24.4% |
| Admin fee / account holder | $19,772 | $9,690+104.0% | $7,900+150.3% | $13,398+47.6% |