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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 | $87,039 | $165,939-47.5% | $122,354-28.9% | $147,586-41.0% |
| Participation rate | 63.6% | 79.6%-15.9pp | 71.6%-8.0pp | 82.8%-19.2pp |
| Annual return | 18.14% | 34.56%-16.4pp | 30.28%-12.1pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,476 | $4,005+36.7% | $3,287+66.6% | $5,439+0.7% |
| Admin fee / account holder | $7,257 | $7,425-2.3% | $5,479+32.5% | $10,886-33.3% |