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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 | $90,194 | $162,136-44.4% | $152,301-40.8% | $154,746-41.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 132.94% | 91.02%+41.9pp | 80.50%+52.4pp | 172.34%-39.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,388 | $8,341+180.4% | $8,004+192.2% | $6,730+247.5% |
| Admin fee / account holder | $1,441 | $15,759-90.9% | $14,398-90.0% | $14,365-90.0% |