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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 | $108,911+1.5% | $100,392+10.1% | $145,884-24.2% |
| Participation rate | 61.9% | 83.0%-21.1pp | 81.5%-19.6pp | 80.3%-18.4pp |
| Annual return | 14.06% | 58.23%-44.2pp | 49.45%-35.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,949 | $8,459-6.0% | $8,090-1.7% | $6,690+18.8% |
| Admin fee / account holder | $37,635 | $9,698+288.1% | $7,904+376.1% | $13,392+181.0% |