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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 | $81,807 | $152,612-46.4% | $125,192-34.7% | $152,897-46.5% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.5%-13.7pp |
| Annual return | 11.07% | 54.85%-43.8pp | 43.79%-32.7pp | 345.43%-334.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,456 | $5,868-58.1% | $4,937-50.3% | $5,851-58.0% |
| Admin fee / account holder | $31,277 | $13,437+132.8% | $9,704+222.3% | $11,599+169.6% |