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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 | $55,242 | $289,211-80.9% | $260,467-78.8% | $198,609-72.2% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 14.53% | 112.90%-98.4pp | 100.60%-86.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,099 | $6,812-10.5% | $6,319-3.5% | $6,977-12.6% |
| Admin fee / account holder | $8,199 | $16,236-49.5% | $15,461-47.0% | $19,030-56.9% |