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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 | $141,104 | $160,040-11.8% | $147,096-4.1% | $145,877-3.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.88% | 98.49%-88.6pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,007 | $8,429-52.5% | $8,071-50.3% | $6,691-40.1% |
| Admin fee / account holder | $30,710 | $15,050+104.1% | $13,005+136.1% | $13,402+129.1% |