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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 | $86,439 | $209,336-58.7% | $197,124-56.2% | $137,256-37.0% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 27.15% | 48.09%-20.9pp | 44.34%-17.2pp | 220.34%-193.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,596 | $9,614-0.2% | $9,135+5.0% | $6,407+49.8% |
| Admin fee / account holder | $26,107 | $17,308+50.8% | $16,298+60.2% | $12,270+112.8% |