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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 | $91,544 | $108,897-15.9% | $100,378-8.8% | $145,877-37.2% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 14.87% | 58.17%-43.3pp | 49.41%-34.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,507 | $8,455+36.1% | $8,087+42.3% | $6,691+72.0% |
| Admin fee / account holder | $615 | $9,690-93.7% | $7,899-92.2% | $13,402-95.4% |