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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 | $99,346 | $159,978-37.9% | $147,041-32.4% | $145,978-31.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 18.57% | 98.36%-79.8pp | 419.21%-400.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,799 | $8,429-7.5% | $8,071-3.4% | $6,690+16.6% |
| Admin fee / account holder | $68,496 | $15,053+355.0% | $13,006+426.6% | $13,400+411.2% |