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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 | $42,962 | $209,336-79.5% | $197,124-78.2% | $137,256-68.7% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 74.79% | 48.09%+26.7pp | 44.34%+30.4pp | 220.34%-145.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,431 | $9,614-12.3% | $9,135-7.7% | $6,407+31.6% |
| Admin fee / account holder | $23,609 | $17,308+36.4% | $16,298+44.9% | $12,270+92.4% |