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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 | $95,674 | $115,796-17.4% | $101,264-5.5% | $158,950-39.8% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 11.85% | 56.15%-44.3pp | 46.48%-34.6pp | 302.91%-291.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,141 | $4,958-36.6% | $4,370-28.1% | $5,983-47.5% |
| Admin fee / account holder | $1,665 | $7,247-77.0% | $5,947-72.0% | $11,248-85.2% |