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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 | $106,231 | $148,629-28.5% | $135,982-21.9% | $139,487-23.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.75% | 79.33%-58.6pp | 68.32%-47.6pp | 373.84%-353.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,274 | $8,102+76.2% | $7,760+83.9% | $6,713+112.6% |
| Admin fee / account holder | $27,152 | $12,406+118.9% | $10,767+152.2% | $11,407+138.0% |