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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 | $67,037 | $209,425-68.0% | $178,499-62.4% | $158,966-57.8% |
| Participation rate | 16.7% | 86.4%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 10.64% | 188.80%-178.2pp | 151.10%-140.5pp | 302.95%-292.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,385 | $5,955-60.0% | $5,202-54.2% | $5,983-60.1% |
| Admin fee / account holder | $24,299 | $17,078+42.3% | $13,986+73.7% | $11,250+116.0% |