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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 | $98,288 | $162,821-39.6% | $133,978-26.6% | $158,982-38.2% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 14.18% | 41.95%-27.8pp | 45.10%-30.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,785 | $5,910+14.8% | $5,047+34.4% | $5,983+13.4% |
| Admin fee / account holder | $20,901 | $11,742+78.0% | $8,930+134.1% | $11,252+85.8% |