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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 | $223,823-80.8% | $211,142-79.7% | $154,746-72.2% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 74.79% | 50.39%+24.4pp | 46.84%+28.0pp | 172.34%-97.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,431 | $9,750-13.5% | $9,284-9.2% | $6,730+25.3% |
| Admin fee / account holder | $23,609 | $19,707+19.8% | $19,076+23.8% | $14,365+64.3% |