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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 | $41,263 | $175,259-76.5% | $149,723-72.4% | $139,487-70.4% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 13.54% | 166.82%-153.3pp | 134.50%-121.0pp | 373.84%-360.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,941 | $6,522+6.4% | $5,682+22.1% | $6,713+3.4% |
| Admin fee / account holder | $1,327 | $16,158-91.8% | $13,215-90.0% | $11,407-88.4% |