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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 | $143,228 | $160,040-10.5% | $147,096-2.6% | $145,877-1.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.29% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,735 | $8,429+15.5% | $8,071+20.6% | $6,691+45.5% |
| Admin fee / account holder | $18,288 | $15,050+21.5% | $13,005+40.6% | $13,402+36.5% |