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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 | $148,558-28.1% | $135,925-21.4% | $139,427-23.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 22.49% | 79.22%-56.7pp | 68.25%-45.8pp | 373.27%-350.8pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $12,400 | $8,101+53.1% | $7,759+59.8% | $6,711+84.8% |
| Admin fee / account holder | $14,861 | $12,401+19.8% | $10,764+38.1% | $11,404+30.3% |