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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 | $113,065 | $105,145+7.5% | $94,664+19.4% | $139,466-18.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 13.30% | 38.09%-24.8pp | 156.84%-143.5pp | 373.66%-360.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,306 | $7,599-56.5% | $7,417-55.4% | $6,712-50.7% |
| Admin fee / account holder | $1,021 | $8,972-88.6% | $7,222-85.9% | $11,409-91.0% |