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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 | $64,245 | $209,425-69.3% | $178,499-64.0% | $158,966-59.6% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 12.75% | 188.80%-176.0pp | 151.10%-138.4pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,473 | $5,955+8.7% | $5,202+24.4% | $5,983+8.2% |
| Admin fee / account holder | $22,998 | $17,078+34.7% | $13,986+64.4% | $11,250+104.4% |