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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 | $68,383 | $175,257-61.0% | $149,717-54.3% | $139,456-51.0% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 21.41% | 166.70%-145.3pp | 134.41%-113.0pp | 373.45%-352.0pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,263 | $6,521+26.7% | $5,682+45.4% | $6,711+23.1% |
| Admin fee / account holder | $769 | $16,156-95.2% | $13,213-94.2% | $11,407-93.3% |