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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 | $117,333 | $202,440-42.0% | $169,390-30.7% | $139,466-15.9% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.2%-14.7pp | 80.3%-17.8pp |
| Annual return | 12.03% | 532.36%-520.3pp | 406.07%-394.0pp | 373.66%-361.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,989 | $6,940+0.7% | $6,222+12.3% | $6,712+4.1% |
| Admin fee / account holder | $1,089 | $10,722-89.8% | $9,015-87.9% | $11,409-90.5% |