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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 | $38,645 | $165,399-76.6% | $149,745-74.2% | $158,982-75.7% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 37.12% | 348.34%-311.2pp | 276.72%-239.6pp | 302.99%-265.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,276 | $7,183+1.3% | $6,843+6.3% | $5,983+21.6% |
| Admin fee / account holder | $2,563 | $10,811-76.3% | $9,312-72.5% | $11,252-77.2% |