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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 | $97,873 | $197,603-50.5% | $177,827-45.0% | $158,950-38.4% |
| Participation rate | 36.8% | 88.5%-51.7pp | 87.7%-50.9pp | 82.0%-45.1pp |
| Annual return | 13.14% | 58.76%-45.6pp | 48.32%-35.2pp | 302.91%-289.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,146 | $8,404-62.6% | $7,713-59.2% | $5,983-47.4% |
| Admin fee / account holder | $21,346 | $15,402+38.6% | $12,429+71.7% | $11,248+89.8% |