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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 | $13,565 | $162,529-91.7% | $130,788-89.6% | $154,746-91.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 16.26% | 510.48%-494.2pp | 386.44%-370.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,091 | $4,808-14.9% | $4,137-1.1% | $6,730-39.2% |
| Admin fee / account holder | $6,877 | $7,669-10.3% | $6,673+3.1% | $14,365-52.1% |