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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 | $110,332 | $102,382+7.8% | $147,005-24.9% | $80,874+36.4% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.2%-14.6pp | 67.6%0pp |
| Annual return | 13.02% | 134.89%-121.9pp | 418.76%-405.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,943 | $6,646+4.5% | $8,070-14.0% | $4,297+61.6% |
| Admin fee / account holder | $3,736 | $7,942-53.0% | $13,006-71.3% | $6,935-46.1% |