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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 | $107,670 | $105,856+1.7% | $90,161+19.4% | $147,586-27.0% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 23.45% | 37.63%-14.2pp | 34.89%-11.4pp | 578.59%-555.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,000 | $5,733+4.7% | $5,287+13.5% | $5,439+10.3% |
| Admin fee / account holder | $695 | $8,046-91.4% | $5,943-88.3% | $10,886-93.6% |