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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 | $196,972-74.0% | $182,262-71.9% | $198,609-74.2% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 29.97% | 158.27%-128.3pp | 140.60%-110.6pp | 202.70%-172.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,129 | $8,643+75.0% | $8,276+82.8% | $6,977+116.8% |
| Admin fee / account holder | $1,930 | $18,429-89.5% | $16,712-88.4% | $19,030-89.9% |