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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 | $89,443 | $108,911-17.9% | $100,392-10.9% | $145,884-38.7% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 10.42% | 58.23%-47.8pp | 49.45%-39.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,488 | $8,459-70.6% | $8,090-69.2% | $6,690-62.8% |
| Admin fee / account holder | $39,116 | $9,698+303.3% | $7,904+394.9% | $13,392+192.1% |