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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 | $79,686 | $150,435-47.0% | $120,580-33.9% | $145,897-45.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 13.83% | 154.60%-140.8pp | 107.48%-93.6pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,933 | $6,174+60.9% | $4,995+98.8% | $6,689+48.5% |
| Admin fee / account holder | $522 | $12,182-95.7% | $9,418-94.5% | $13,390-96.1% |