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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 | $117,407 | $162,821-27.9% | $133,978-12.4% | $158,982-26.2% |
| Participation rate | 57.9% | 83.2%-25.3pp | 79.8%-21.9pp | 82.0%-24.1pp |
| Annual return | 12.21% | 41.95%-29.7pp | 45.10%-32.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,916 | $5,910-67.6% | $5,047-62.0% | $5,983-68.0% |
| Admin fee / account holder | $11,964 | $11,742+1.9% | $8,930+34.0% | $11,252+6.3% |