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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 | $79,503 | $115,796-31.3% | $101,264-21.5% | $158,950-50.0% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 11.06% | 56.15%-45.1pp | 46.48%-35.4pp | 302.91%-291.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,026 | $4,958+1.4% | $4,370+15.0% | $5,983-16.0% |
| Admin fee / account holder | $9,320 | $7,247+28.6% | $5,947+56.7% | $11,248-17.1% |