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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 | $116,214 | $121,701-4.5% | $104,639+11.1% | $158,982-26.9% |
| Participation rate | 52.6% | 77.5%-24.9pp | 74.1%-21.4pp | 82.0%-29.3pp |
| Annual return | 19.41% | 465.72%-446.3pp | 340.67%-321.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,951 | $4,176-5.4% | $3,738+5.7% | $5,983-34.0% |
| Admin fee / account holder | $6,113 | $7,778-21.4% | $6,465-5.4% | $11,252-45.7% |