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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 | $98,176 | $142,426-31.1% | $115,167-14.8% | $152,909-35.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 22.89% | 41.48%-18.6pp | 35.60%-12.7pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,115 | $5,165+192.7% | $4,169+262.6% | $5,851+158.3% |
| Admin fee / account holder | $31,724 | $8,464+274.8% | $7,089+347.5% | $11,601+173.5% |