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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 | $111,389 | $162,821-31.6% | $133,978-16.9% | $158,982-29.9% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 6.53% | 41.95%-35.4pp | 45.10%-38.6pp | 302.99%-296.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,466 | $5,910-24.4% | $5,047-11.5% | $5,983-25.4% |
| Admin fee / account holder | $2,071 | $11,742-82.4% | $8,930-76.8% | $11,252-81.6% |