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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 | $212,386-59.3% | $199,883-56.8% | $138,895-37.8% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 27.15% | 47.75%-20.6pp | 43.81%-16.7pp | 145.39%-118.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,596 | $9,617-0.2% | $9,138+5.0% | $6,396+50.0% |
| Admin fee / account holder | $26,107 | $18,233+43.2% | $17,268+51.2% | $12,562+107.8% |