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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 | $92,136 | $124,346-25.9% | $111,308-17.2% | $167,536-45.0% |
| Participation rate | 59.1% | 79.6%-20.5pp | 77.3%-18.2pp | 82.1%-23.0pp |
| Annual return | 13.97% | 37.45%-23.5pp | 54.67%-40.7pp | 478.82%-464.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,668 | $5,182+28.7% | $4,487+48.6% | $6,342+5.1% |
| Admin fee / account holder | $2,052 | $10,621-80.7% | $7,965-74.2% | $12,315-83.3% |