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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 | $87,583 | $135,645-35.4% | $110,243-20.6% | $135,380-35.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 4.63% | 513.24%-508.6pp | 314.76%-310.1pp | 519.81%-515.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,170 | $5,507-42.4% | $4,672-32.1% | $5,609-43.5% |
| Admin fee / account holder | $19,055 | $11,458+66.3% | $8,548+122.9% | $10,828+76.0% |