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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 | $94,963 | $106,267-10.6% | $96,520-1.6% | $139,456-31.9% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 17.58% | 38.45%-20.9pp | 35.72%-18.1pp | 373.45%-355.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,066 | $5,454-25.5% | $4,879-16.7% | $6,711-39.4% |
| Admin fee / account holder | $21,726 | $7,882+175.6% | $6,733+222.7% | $11,407+90.5% |