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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 | $79,270 | $70,366+12.7% | $66,674+18.9% | $138,895-42.9% |
| Participation rate | 46.7% | 76.2%-29.5pp | 73.7%-27.0pp | 79.9%-33.3pp |
| Annual return | 19.66% | 386.41%-366.8pp | 321.24%-301.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,898 | $4,374+34.8% | $4,084+44.4% | $6,396-7.8% |
| Admin fee / account holder | $342 | $5,262-93.5% | $5,098-93.3% | $12,562-97.3% |