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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 | $125,184-23.1% | $105,607-8.9% | $145,884-34.0% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 9.52% | 225.00%-215.5pp | 116.11%-106.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,644 | $5,714-53.7% | $5,011-47.2% | $6,690-60.5% |
| Admin fee / account holder | $18,347 | $17,133+7.1% | $10,958+67.4% | $13,392+37.0% |