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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 | $97,451 | $115,796-15.8% | $101,264-3.8% | $158,950-38.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 14.98% | 56.15%-41.2pp | 46.48%-31.5pp | 302.91%-287.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,170 | $4,958-15.9% | $4,370-4.6% | $5,983-30.3% |
| Admin fee / account holder | $5,008 | $7,247-30.9% | $5,947-15.8% | $11,248-55.5% |