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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 | $112,417 | $105,145+6.9% | $94,664+18.8% | $139,466-19.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 26.81% | 38.09%-11.3pp | 156.84%-130.0pp | 373.66%-346.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,015 | $7,599-34.0% | $7,417-32.4% | $6,712-25.3% |
| Admin fee / account holder | $11,942 | $8,972+33.1% | $7,222+65.4% | $11,409+4.7% |