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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 | $32,639 | $202,440-83.9% | $169,390-80.7% | $139,466-76.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 21.86% | 532.36%-510.5pp | 406.07%-384.2pp | 373.66%-351.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,801 | $6,940-2.0% | $6,222+9.3% | $6,712+1.3% |
| Admin fee / account holder | $903 | $10,722-91.6% | $9,015-90.0% | $11,409-92.1% |