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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 | $77,282 | $183,988-58.0% | $162,177-52.3% | $152,897-49.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 26.06% | 150.79%-124.7pp | 115.60%-89.5pp | 345.43%-319.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,136 | $8,032-48.5% | $7,297-43.3% | $5,851-29.3% |
| Admin fee / account holder | $178,019 | $13,123+1256.5% | $10,843+1541.7% | $11,599+1434.7% |