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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 | $63,188 | $108,922-42.0% | $100,398-37.1% | $145,978-56.7% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 14.99% | 58.04%-43.0pp | 49.32%-34.3pp | 550.52%-535.5pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,952 | $8,450+29.6% | $8,084+35.5% | $6,690+63.7% |
| Admin fee / account holder | $77,924 | $9,680+705.0% | $7,893+887.2% | $13,400+481.5% |