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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 | $106,529 | $125,190-14.9% | $105,624+0.9% | $145,897-27.0% |
| Participation rate | 20.0% | 77.6%-57.6pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 15.04% | 225.22%-210.2pp | 116.20%-101.2pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,173 | $5,716-27.0% | $5,013-16.8% | $6,689-37.6% |
| Admin fee / account holder | $24,084 | $17,138+40.5% | $10,961+119.7% | $13,390+79.9% |