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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 | $86,326 | $176,402-51.1% | $134,162-35.7% | $158,982-45.7% |
| Participation rate | 69.2% | 78.7%-9.5pp | 72.2%-3.0pp | 82.0%-12.7pp |
| Annual return | 13.54% | 63.66%-50.1pp | 36.35%-22.8pp | 302.99%-289.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,694 | $4,093+63.5% | $3,500+91.3% | $5,983+11.9% |
| Admin fee / account holder | $13,030 | $8,719+49.4% | $6,685+94.9% | $11,252+15.8% |