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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 | $114,312 | $208,088-45.1% | $186,193-38.6% | $154,746-26.1% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 23.97% | 89.97%-66.0pp | 78.03%-54.1pp | 172.34%-148.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,301 | $7,078+3.2% | $6,513+12.1% | $6,730+8.5% |
| Admin fee / account holder | $1,151 | $11,698-90.2% | $11,058-89.6% | $14,365-92.0% |