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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 | $67,214 | $160,040-58.0% | $147,096-54.3% | $145,877-53.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 20.60% | 98.49%-77.9pp | 419.75%-399.2pp | 551.28%-530.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,146 | $8,429-3.4% | $8,071+0.9% | $6,691+21.8% |
| Admin fee / account holder | $454 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |