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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 | $98,047 | $210,698-53.5% | $178,014-44.9% | $145,959-32.8% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 13.23% | 386.27%-373.0pp | 294.80%-281.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,881 | $6,958-44.2% | $6,276-38.2% | $6,689-42.0% |
| Admin fee / account holder | $13,876 | $12,016+15.5% | $10,362+33.9% | $13,398+3.6% |