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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 | $140,887 | $289,211-51.3% | $260,467-45.9% | $198,609-29.1% |
| Participation rate | 25.0% | 83.1%-58.1pp | 80.5%-55.5pp | 82.4%-57.4pp |
| Annual return | 4.27% | 112.90%-108.6pp | 100.60%-96.3pp | 202.70%-198.4pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,239 | $6,812+20.9% | $6,319+30.4% | $6,977+18.1% |
| Admin fee / account holder | $1,299 | $16,236-92.0% | $15,461-91.6% | $19,030-93.2% |