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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 | $125,097 | $197,625-36.7% | $177,840-29.7% | $158,966-21.3% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.7%-24.6pp | 82.0%-18.8pp |
| Annual return | 13.94% | 58.76%-44.8pp | 48.32%-34.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,966 | $8,405+42.4% | $7,714+55.1% | $5,983+100.0% |
| Admin fee / account holder | $27,282 | $15,405+77.1% | $12,431+119.5% | $11,250+142.5% |