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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 | $48,140 | $183,988-73.8% | $162,177-70.3% | $152,897-68.5% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 67.61% | 150.79%-83.2pp | 115.60%-48.0pp | 345.43%-277.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,819 | $8,032+22.2% | $7,297+34.6% | $5,851+67.8% |
| Admin fee / account holder | $10,912 | $13,123-16.8% | $10,843+0.6% | $11,599-5.9% |