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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 | $41,791 | $175,257-76.2% | $149,717-72.1% | $139,456-70.0% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 11.12% | 166.70%-155.6pp | 134.41%-123.3pp | 373.45%-362.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,023 | $6,521-7.6% | $5,682+6.0% | $6,711-10.3% |
| Admin fee / account holder | $59,570 | $16,156+268.7% | $13,213+350.9% | $11,407+422.2% |