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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 | $99,262 | $154,193-35.6% | $130,045-23.7% | $139,466-28.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 28.27% | 32.51%-4.2pp | -137.30%+165.6pp | 373.66%-345.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,379 | $6,709-19.8% | $5,820-7.6% | $6,712-19.9% |
| Admin fee / account holder | $11,400 | $13,989-18.5% | $10,600+7.5% | $11,409-0.1% |