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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 | $97,990 | $157,304-37.7% | $141,197-30.6% | $152,909-35.9% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 49.07% | 64.34%-15.3pp | 71.41%-22.3pp | 345.46%-296.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,547 | $7,111-7.9% | $6,710-2.4% | $5,851+11.9% |
| Admin fee / account holder | $8,157 | $12,126-32.7% | $10,265-20.5% | $11,601-29.7% |