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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 | $132,664 | $157,276-15.6% | $141,177-6.0% | $152,885-13.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 14.94% | 64.33%-49.4pp | 71.40%-56.5pp | 345.39%-330.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,483 | $7,110+33.4% | $6,710+41.3% | $5,851+62.1% |
| Admin fee / account holder | $3,137 | $12,123-74.1% | $10,263-69.4% | $11,598-73.0% |