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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 | $123,125 | $160,028-23.1% | $147,080-16.3% | $145,884-15.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.89% | 98.60%-88.7pp | 420.17%-410.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,682 | $8,422-68.2% | $8,066-66.8% | $6,690-59.9% |
| Admin fee / account holder | $1,889 | $15,030-87.4% | $12,989-85.5% | $13,392-85.9% |