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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 | $105,728 | $211,288-50.0% | $178,540-40.8% | $145,884-27.5% |
| Participation rate | 58.8% | 80.8%-22.0pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 19.33% | 30.27%-10.9pp | 27.15%-7.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,983 | $6,967-28.5% | $6,281-20.7% | $6,690-25.5% |
| Admin fee / account holder | $4,412 | $12,105-63.5% | $10,424-57.7% | $13,392-67.1% |