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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 | $87,272 | $72,071+21.1% | $68,368+27.7% | $137,256-36.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.17% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,007 | $4,410+194.9% | $4,123+215.5% | $6,407+103.0% |
| Admin fee / account holder | $5,189 | $5,336-2.7% | $5,150+0.8% | $12,270-57.7% |