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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 | $183,539-65.1% | $155,556-58.8% | $145,897-56.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 35.29% | 61.31%-26.0pp | 64.84%-29.5pp | 552.29%-517.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,101 | $6,467+25.3% | $5,631+43.9% | $6,689+21.1% |
| Admin fee / account holder | $7,078 | $19,275-63.3% | $15,885-55.4% | $13,390-47.1% |