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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 | $144,156 | $183,978-21.6% | $162,171-11.1% | $152,885-5.7% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.5%-18.8pp |
| Annual return | 20.31% | 150.78%-130.5pp | 115.60%-95.3pp | 345.39%-325.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $16,647 | $8,033+107.2% | $7,297+128.1% | $5,851+184.5% |
| Admin fee / account holder | $104,295 | $13,122+694.8% | $10,843+861.9% | $11,598+799.2% |