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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 | $34,893 | $213,785-83.7% | $185,441-81.2% | $155,188-77.5% |
| Participation rate | 63.6% | 83.2%-19.6pp | 80.3%-16.6pp | 80.8%-17.2pp |
| Annual return | 68.76% | 19.97%+48.8pp | 20.16%+48.6pp | 148.84%-80.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,895 | $6,864+15.0% | $6,152+28.3% | $6,531+20.9% |
| Admin fee / account holder | $4,578 | $21,134-78.3% | $17,890-74.4% | $14,480-68.4% |