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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 | $72,394 | $211,288-65.7% | $178,540-59.5% | $145,884-50.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 26.15% | 30.27%-4.1pp | 27.15%-1.0pp | 551.85%-525.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,667 | $6,967+10.1% | $6,281+22.1% | $6,690+14.6% |
| Admin fee / account holder | $354 | $12,105-97.1% | $10,424-96.6% | $13,392-97.4% |