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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 | $91,710 | $175,231-47.7% | $149,696-38.7% | $139,466-34.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 22.48% | 166.77%-144.3pp | 134.46%-112.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,065 | $6,521+39.0% | $5,682+59.5% | $6,712+35.1% |
| Admin fee / account holder | $885 | $16,155-94.5% | $13,212-93.3% | $11,409-92.2% |