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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 | $102,757 | $108,912-5.7% | $100,383+2.4% | $145,959-29.6% |
| Participation rate | 64.7% | 83.0%-18.2pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 18.90% | 57.96%-39.1pp | 49.26%-30.4pp | 561.95%-543.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,488 | $8,451-46.9% | $8,086-44.5% | $6,689-32.9% |
| Admin fee / account holder | $4,606 | $9,690-52.5% | $7,900-41.7% | $13,398-65.6% |