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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 | $91,340 | $157,296-41.9% | $141,191-35.3% | $152,897-40.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.23% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,972 | $7,111-30.1% | $6,710-25.9% | $5,851-15.0% |
| Admin fee / account holder | $11,026 | $12,125-9.1% | $10,264+7.4% | $11,599-4.9% |