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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 | $77,894 | $148,582-47.6% | $135,942-42.7% | $139,456-44.1% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 46.98% | 79.26%-32.3pp | 68.28%-21.3pp | 373.45%-326.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,618 | $8,101-30.6% | $7,759-27.6% | $6,711-16.3% |
| Admin fee / account holder | $10,959 | $12,402-11.6% | $10,764+1.8% | $11,407-3.9% |