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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 | $111,804 | $144,130-22.4% | $117,861-5.1% | $147,586-24.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 11.16% | 531.20%-520.0pp | 335.11%-323.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,971 | $5,316-62.9% | $4,482-56.0% | $5,439-63.8% |
| Admin fee / account holder | $740 | $10,887-93.2% | $8,021-90.8% | $10,886-93.2% |