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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 | $77,544 | $198,457-60.9% | $170,435-54.5% | $147,586-47.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.99% | 257.30%-239.3pp | 205.94%-188.0pp | 578.59%-560.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,165 | $5,629-61.5% | $4,939-56.2% | $5,439-60.2% |
| Admin fee / account holder | $301 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |