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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 | $139,548 | $171,492-18.6% | $150,734-7.4% | $198,609-29.7% |
| Participation rate | 64.7% | 81.4%-16.7pp | 78.4%-13.7pp | 82.4%-17.7pp |
| Annual return | 12.90% | 804.70%-791.8pp | 600.81%-587.9pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,964 | $6,259-4.7% | $5,610+6.3% | $6,977-14.5% |
| Admin fee / account holder | $47,883 | $17,628+171.6% | $14,905+221.2% | $19,030+151.6% |