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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 | $143,351 | $159,978-10.4% | $147,041-2.5% | $145,978-1.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.08% | 98.36%-79.3pp | 419.21%-400.1pp | 550.52%-531.4pp |
| Employer contribution / active EE | $664 | $5,288-87.5% | $4,935-86.6% | $4,662-85.8% |
| Participant deferral / active EE | $8,737 | $8,429+3.7% | $8,071+8.3% | $6,690+30.6% |
| Admin fee / account holder | $36,656 | $15,053+143.5% | $13,006+181.8% | $13,400+173.5% |