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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 | $51,160 | $162,136-68.4% | $152,301-66.4% | $154,746-66.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 29.97% | 91.02%-61.0pp | 80.50%-50.5pp | 172.34%-142.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,129 | $8,341+81.4% | $8,004+89.0% | $6,730+124.8% |
| Admin fee / account holder | $1,930 | $15,759-87.8% | $14,398-86.6% | $14,365-86.6% |