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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 | $42,428 | $201,370-78.9% | $184,256-77.0% | $145,897-70.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.66% | 29.05%-12.4pp | 28.85%-12.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,812 | $9,8080% | $9,133+7.4% | $6,689+46.7% |
| Admin fee / account holder | $4,091 | $16,364-75.0% | $13,899-70.6% | $13,390-69.4% |