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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 | $31,114 | $160,040-80.6% | $147,096-78.8% | $145,877-78.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 40.20% | 98.49%-58.3pp | 419.75%-379.5pp | 551.28%-511.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,845 | $8,429+16.8% | $8,071+22.0% | $6,691+47.1% |
| Admin fee / account holder | $4,299 | $15,050-71.4% | $13,005-66.9% | $13,402-67.9% |