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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 | $91,062 | $176,120-48.3% | $159,487-42.9% | $167,553-45.7% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 20.29% | 331.95%-311.7pp | 263.71%-243.4pp | 478.89%-458.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,631 | $7,752+37.1% | $7,354+44.6% | $6,343+67.6% |
| Admin fee / account holder | $9,028 | $12,561-28.1% | $10,804-16.4% | $12,316-26.7% |