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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 | $137,740 | $217,432-36.7% | $185,849-25.9% | $167,536-17.8% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 21.62% | 148.42%-126.8pp | 122.10%-100.5pp | 478.82%-457.2pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,373 | $6,357-15.5% | $5,569-3.5% | $6,342-15.3% |
| Admin fee / account holder | $2,620 | $19,818-86.8% | $16,244-83.9% | $12,315-78.7% |