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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 | $86,988 | $102,595-15.2% | $94,057-7.5% | $154,746-43.8% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 80.7%-12.3pp |
| Annual return | 17.39% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,465 | $5,118+45.9% | $4,709+58.5% | $6,730+10.9% |
| Admin fee / account holder | $32,298 | $7,736+317.5% | $7,244+345.8% | $14,365+124.8% |