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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 | $110,395 | $111,878-1.3% | $93,727+17.8% | $145,897-24.3% |
| Participation rate | 63.2% | 74.2%-11.1pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 15.07% | 204.28%-189.2pp | 133.83%-118.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,897 | $4,920-41.1% | $4,417-34.4% | $6,689-56.7% |
| Admin fee / account holder | $4,282 | $10,256-58.3% | $8,292-48.4% | $13,390-68.0% |