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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 | $110,338 | $183,978-40.0% | $162,171-32.0% | $152,885-27.8% |
| Participation rate | 68.2% | 88.5%-20.3pp | 87.6%-19.4pp | 82.5%-14.3pp |
| Annual return | 26.74% | 150.78%-124.0pp | 115.60%-88.9pp | 345.39%-318.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,637 | $8,033+20.0% | $7,297+32.1% | $5,851+64.7% |
| Admin fee / account holder | $12,987 | $13,122-1.0% | $10,843+19.8% | $11,598+12.0% |