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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 | $55,905 | $165,381-66.2% | $149,730-62.7% | $158,966-64.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.57% | 348.29%-333.7pp | 276.70%-262.1pp | 302.95%-288.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,552 | $7,182+19.1% | $6,843+25.0% | $5,983+42.9% |
| Admin fee / account holder | $7,881 | $10,809-27.1% | $9,310-15.4% | $11,250-29.9% |