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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 | $110,572 | $108,912+1.5% | $100,383+10.2% | $145,959-24.2% |
| Participation rate | 61.9% | 83.0%-21.0pp | 81.5%-19.6pp | 80.3%-18.4pp |
| Annual return | 14.06% | 57.96%-43.9pp | 49.26%-35.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,949 | $8,451-5.9% | $8,086-1.7% | $6,689+18.8% |
| Admin fee / account holder | $37,635 | $9,690+288.4% | $7,900+376.4% | $13,398+180.9% |