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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 | $104,416 | $167,030-37.5% | $135,768-23.1% | $155,188-32.7% |
| Participation rate | 20.8% | 76.2%-55.3pp | 71.1%-50.2pp | 80.8%-60.0pp |
| Annual return | 15.33% | 678.39%-663.1pp | 526.10%-510.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,970 | $4,528-56.5% | $3,977-50.5% | $6,531-69.8% |
| Admin fee / account holder | $4,265 | $8,172-47.8% | $7,048-39.5% | $14,480-70.5% |