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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 | $88,090 | $144,130-38.9% | $117,861-25.3% | $147,586-40.3% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 18.26% | 531.20%-512.9pp | 335.11%-316.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,773 | $5,316+27.4% | $4,482+51.1% | $5,439+24.5% |
| Admin fee / account holder | $768 | $10,887-92.9% | $8,021-90.4% | $10,886-92.9% |