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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 | $154,754-32.5% | $124,206-15.9% | $138,895-24.8% |
| Participation rate | 20.8% | 75.5%-54.6pp | 69.6%-48.7pp | 79.9%-59.1pp |
| Annual return | 15.33% | 709.28%-693.9pp | 515.27%-499.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,970 | $4,621-57.4% | $3,968-50.4% | $6,396-69.2% |
| Admin fee / account holder | $4,265 | $6,690-36.2% | $5,929-28.1% | $12,562-66.0% |