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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 | $103,680 | $157,296-34.1% | $141,191-26.6% | $152,897-32.2% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 25.05% | 64.34%-39.3pp | 71.41%-46.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,816 | $7,111+24.0% | $6,710+31.4% | $5,851+50.7% |
| Admin fee / account holder | $6,575 | $12,125-45.8% | $10,264-35.9% | $11,599-43.3% |