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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 | $91,621 | $166,089-44.8% | $164,928-44.4% | $145,978-37.2% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 12.45% | 100.26%-87.8pp | 70.08%-57.6pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,769 | $6,961-45.9% | $6,034-37.5% | $6,690-43.7% |
| Admin fee / account holder | $14,297 | $16,641-14.1% | $12,684+12.7% | $13,400+6.7% |