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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 | $117,192 | $144,130-18.7% | $117,861-0.6% | $147,586-20.6% |
| Participation rate | 36.4% | 83.4%-47.1pp | 79.7%-43.3pp | 82.8%-46.5pp |
| Annual return | 12.35% | 531.20%-518.8pp | 335.11%-322.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $25,545 | $5,316+380.5% | $4,482+469.9% | $5,439+369.7% |
| Admin fee / account holder | $138,056 | $10,887+1168.1% | $8,021+1621.3% | $10,886+1168.2% |