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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 | $96,225 | $125,193-23.1% | $105,591-8.9% | $145,978-34.1% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 9.52% | 225.53%-216.0pp | 116.43%-106.9pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,644 | $5,708-53.7% | $5,008-47.2% | $6,690-60.5% |
| Admin fee / account holder | $18,347 | $17,277+6.2% | $11,024+66.4% | $13,400+36.9% |