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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 | $39,630 | $175,259-77.4% | $149,723-73.5% | $139,487-71.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.76% | 166.82%-145.1pp | 134.50%-112.7pp | 373.84%-352.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,724 | $6,522-58.2% | $5,682-52.1% | $6,713-59.4% |
| Admin fee / account holder | $1,312 | $16,158-91.9% | $13,215-90.1% | $11,407-88.5% |