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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 | $38,140 | $202,440-81.2% | $169,390-77.5% | $139,466-72.7% |
| Participation rate | 63.6% | 81.1%-17.5pp | 77.2%-13.5pp | 80.3%-16.7pp |
| Annual return | 17.22% | 532.36%-515.1pp | 406.07%-388.9pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,890 | $6,940-43.9% | $6,222-37.5% | $6,712-42.0% |
| Admin fee / account holder | $10,992 | $10,722+2.5% | $9,015+21.9% | $11,409-3.7% |