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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 | $112,736 | $115,814-2.7% | $101,275+11.3% | $158,982-29.1% |
| Participation rate | 41.2% | 79.4%-38.2pp | 75.8%-34.6pp | 82.0%-40.8pp |
| Annual return | 9.94% | 56.16%-46.2pp | 46.48%-36.5pp | 302.99%-293.0pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,841 | $4,958-42.7% | $4,371-35.0% | $5,983-52.5% |
| Admin fee / account holder | $5,827 | $7,249-19.6% | $5,948-2.0% | $11,252-48.2% |