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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 | $87,357 | $107,363-18.6% | $92,909-6.0% | $152,897-42.9% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 20.40% | 145.63%-125.2pp | 109.44%-89.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,208 | $4,848-13.2% | $4,238-0.7% | $5,851-28.1% |
| Admin fee / account holder | $3,838 | $7,082-45.8% | $5,795-33.8% | $11,599-66.9% |