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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 | $70,289 | $201,370-65.1% | $184,256-61.9% | $145,897-51.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.76% | 29.05%-14.3pp | 28.85%-14.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,556 | $9,808-53.5% | $9,133-50.1% | $6,689-31.9% |
| Admin fee / account holder | $54,899 | $16,364+235.5% | $13,899+295.0% | $13,390+310.0% |