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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 | $104,987 | $152,619-31.2% | $125,195-16.1% | $152,909-31.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 39.78% | 54.85%-15.1pp | 43.79%-4.0pp | 345.46%-305.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,333 | $5,869+42.0% | $4,937+68.8% | $5,851+42.4% |
| Admin fee / account holder | $7,950 | $13,437-40.8% | $9,704-18.1% | $11,601-31.5% |