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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 | $134,903 | $217,432-38.0% | $185,849-27.4% | $167,536-19.5% |
| Participation rate | 68.4% | 86.1%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 22.71% | 148.42%-125.7pp | 122.10%-99.4pp | 478.82%-456.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,725 | $6,357-41.4% | $5,569-33.1% | $6,342-41.3% |
| Admin fee / account holder | $648 | $19,818-96.7% | $16,244-96.0% | $12,315-94.7% |