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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 | $126,519-15.8% | $106,201+0.3% | $145,959-27.0% |
| Participation rate | 20.0% | 77.7%-57.7pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 15.04% | 225.10%-210.1pp | 116.26%-101.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,173 | $5,716-27.0% | $5,012-16.7% | $6,689-37.6% |
| Admin fee / account holder | $24,084 | $17,312+39.1% | $11,039+118.2% | $13,398+79.8% |