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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 | $150,097 | $209,422-28.3% | $178,503-15.9% | $158,982-5.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 23.80% | 188.81%-165.0pp | 151.12%-127.3pp | 302.99%-279.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,000 | $5,955+34.3% | $5,202+53.8% | $5,983+33.7% |
| Admin fee / account holder | $15,958 | $17,079-6.6% | $13,987+14.1% | $11,252+41.8% |