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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 | $164,466 | $225,673-27.1% | $203,872-19.3% | $155,188+6.0% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 19.19% | 95.91%-76.7pp | 85.11%-65.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,253 | $6,893-52.8% | $6,388-49.1% | $6,531-50.2% |
| Admin fee / account holder | $1,102 | $12,327-91.1% | $11,730-90.6% | $14,480-92.4% |