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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 | $103,161 | $176,786-41.6% | $146,643-29.7% | $167,536-38.4% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 19.82% | 24.04%-4.2pp | 22.75%-2.9pp | 478.82%-459.0pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,865 | $6,440-24.5% | $5,506-11.6% | $6,342-23.3% |
| Admin fee / account holder | $13,824 | $13,262+4.2% | $10,280+34.5% | $12,315+12.3% |