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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 | $63,466 | $160,028-60.3% | $147,080-56.8% | $145,884-56.5% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 19.23% | 98.60%-79.4pp | 420.17%-400.9pp | 551.85%-532.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,010 | $8,422-4.9% | $8,066-0.7% | $6,690+19.7% |
| Admin fee / account holder | $8,661 | $15,030-42.4% | $12,989-33.3% | $13,392-35.3% |