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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 | $79,572 | $108,942-27.0% | $100,415-20.8% | $145,897-45.5% |
| Participation rate | 30.8% | 83.0%-52.2pp | 81.5%-50.7pp | 80.3%-49.5pp |
| Annual return | 14.54% | 58.27%-43.7pp | 49.47%-34.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,165 | $8,461-3.5% | $8,091+0.9% | $6,689+22.1% |
| Admin fee / account holder | $7,317 | $9,702-24.6% | $7,906-7.4% | $13,390-45.4% |