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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 | $111,029 | $117,895-5.8% | $102,460+8.4% | $145,897-23.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 8.81% | 31.92%-23.1pp | 29.47%-20.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,021 | $5,736-47.3% | $5,056-40.3% | $6,689-54.8% |
| Admin fee / account holder | $5,019 | $13,353-62.4% | $9,460-46.9% | $13,390-62.5% |