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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 | $64,066 | $183,627-65.1% | $155,602-58.8% | $145,978-56.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 35.29% | 61.32%-26.0pp | 64.81%-29.5pp | 550.52%-515.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,101 | $6,466+25.3% | $5,629+43.9% | $6,690+21.1% |
| Admin fee / account holder | $7,078 | $19,327-63.4% | $15,923-55.6% | $13,400-47.2% |