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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 | $104,862 | $157,304-33.3% | $141,197-25.7% | $152,909-31.4% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 17.07% | 64.34%-47.3pp | 71.41%-54.3pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,327 | $7,111-39.2% | $6,710-35.5% | $5,851-26.1% |
| Admin fee / account holder | $51,566 | $12,126+325.3% | $10,265+402.4% | $11,601+344.5% |