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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 | $120,383 | $165,361-27.2% | $149,715-19.6% | $158,950-24.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 452.02% | 348.24%+103.8pp | 276.66%+175.4pp | 302.91%+149.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,890 | $7,182+23.8% | $6,842+29.9% | $5,983+48.6% |
| Admin fee / account holder | $6,019 | $10,808-44.3% | $9,310-35.3% | $11,248-46.5% |