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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 | $99,163 | $211,224-53.1% | $178,505-44.4% | $145,897-32.0% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 22.36% | 30.28%-7.9pp | 27.16%-4.8pp | 552.29%-529.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,333 | $6,966-23.4% | $6,280-15.1% | $6,689-20.3% |
| Admin fee / account holder | $669 | $12,109-94.5% | $10,428-93.6% | $13,390-95.0% |