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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 | $103,758 | $124,346-16.6% | $111,308-6.8% | $167,536-38.1% |
| Participation rate | 22.7% | 79.6%-56.9pp | 77.3%-54.6pp | 82.1%-59.4pp |
| Annual return | 18.45% | 37.45%-19.0pp | 54.67%-36.2pp | 478.82%-460.4pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,599 | $5,182-11.3% | $4,487+2.5% | $6,342-27.5% |
| Admin fee / account holder | $633 | $10,621-94.0% | $7,965-92.1% | $12,315-94.9% |