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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 | $71,058 | $70,366+1.0% | $66,674+6.6% | $138,895-48.8% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.7%-32.8pp | 79.9%-39.0pp |
| Annual return | 19.08% | 386.41%-367.3pp | 321.24%-302.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,074 | $4,374+16.0% | $4,084+24.2% | $6,396-20.7% |
| Admin fee / account holder | $4,966 | $5,262-5.6% | $5,098-2.6% | $12,562-60.5% |