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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 | $96,860 | $107,353-9.8% | $92,903+4.3% | $152,885-36.6% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.5%-29.5pp |
| Annual return | 17.67% | 145.62%-127.9pp | 109.43%-91.8pp | 345.39%-327.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,956 | $4,848+2.2% | $4,238+17.0% | $5,851-15.3% |
| Admin fee / account holder | $11,755 | $7,081+66.0% | $5,795+102.8% | $11,598+1.3% |