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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 | $112,924 | $125,184-9.8% | $105,607+6.9% | $145,884-22.6% |
| Participation rate | 35.0% | 77.6%-42.6pp | 75.3%-40.3pp | 80.3%-45.3pp |
| Annual return | 12.33% | 225.00%-212.7pp | 116.11%-103.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,235 | $5,714-43.4% | $5,011-35.4% | $6,690-51.6% |
| Admin fee / account holder | $57,483 | $17,133+235.5% | $10,958+424.6% | $13,392+329.2% |