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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 | $107,432 | $165,939-35.3% | $122,354-12.2% | $147,585-27.2% |
| Participation rate | 59.1% | 79.6%-20.5pp | 71.6%-12.5pp | 82.8%-23.7pp |
| Annual return | 10.23% | 34.56%-24.3pp | 30.28%-20.1pp | 578.58%-568.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,554 | $4,005+38.7% | $3,287+69.0% | $5,439+2.1% |
| Admin fee / account holder | $8,416 | $7,425+13.4% | $5,479+53.6% | $10,886-22.7% |