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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 | $81,101 | $165,351-51.0% | $149,710-45.8% | $158,931-49.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.84% | 348.19%-330.4pp | 276.63%-258.8pp | 302.86%-285.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,546 | $7,181+32.9% | $6,842+39.5% | $5,982+59.6% |
| Admin fee / account holder | $338 | $10,807-96.9% | $9,309-96.4% | $11,247-97.0% |