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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 | $143,055 | $160,028-10.6% | $147,080-2.7% | $145,884-1.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.29% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,363 | $8,422+118.0% | $8,066+127.7% | $6,690+174.5% |
| Admin fee / account holder | $22,946 | $15,030+52.7% | $12,989+76.7% | $13,392+71.3% |