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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 | $106,874 | $148,629-28.1% | $135,982-21.4% | $139,487-23.4% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 22.49% | 79.33%-56.8pp | 68.32%-45.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,400 | $8,102+53.0% | $7,760+59.8% | $6,713+84.7% |
| Admin fee / account holder | $14,861 | $12,406+19.8% | $10,767+38.0% | $11,407+30.3% |