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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 | $83,730 | $175,257-52.2% | $149,717-44.1% | $139,456-40.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.35% | 166.70%-148.3pp | 134.41%-116.1pp | 373.45%-355.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,120 | $6,521-52.2% | $5,682-45.1% | $6,711-53.5% |
| Admin fee / account holder | $75,012 | $16,156+364.3% | $13,213+467.7% | $11,407+557.6% |