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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 | $65,622 | $289,211-77.3% | $260,467-74.8% | $198,609-67.0% |
| Participation rate | 62.5% | 83.1%-20.6pp | 80.5%-18.0pp | 82.4%-19.9pp |
| Annual return | 15.77% | 112.90%-97.1pp | 100.60%-84.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,618 | $6,812-2.9% | $6,319+4.7% | $6,977-5.1% |
| Admin fee / account holder | $1,394 | $16,236-91.4% | $15,461-91.0% | $19,030-92.7% |