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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 | $126,574 | $165,381-23.5% | $149,730-15.5% | $158,966-20.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17628.53% | 348.29%+17280.2pp | 276.70%+17351.8pp | 302.95%+17325.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,137 | $7,182-14.5% | $6,843-10.3% | $5,983+2.6% |
| Admin fee / account holder | $772 | $10,809-92.9% | $9,310-91.7% | $11,250-93.1% |