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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 | $98,678 | $107,363-8.1% | $92,909+6.2% | $152,897-35.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 21.09% | 145.63%-124.5pp | 109.44%-88.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,316 | $4,848-31.6% | $4,238-21.8% | $5,851-43.3% |
| Admin fee / account holder | $438 | $7,082-93.8% | $5,795-92.4% | $11,599-96.2% |