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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 | $107,684 | $125,184-14.0% | $105,607+2.0% | $145,884-26.2% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 12.35% | 225.00%-212.7pp | 116.11%-103.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,938 | $5,714-48.6% | $5,011-41.4% | $6,690-56.1% |
| Admin fee / account holder | $14,128 | $17,133-17.5% | $10,958+28.9% | $13,392+5.5% |