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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 | $68,791 | $160,059-57.0% | $140,019-50.9% | $135,380-49.2% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | 6.37% | 911.48%-905.1pp | 651.17%-644.8pp | 519.81%-513.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,611 | $7,641-52.7% | $6,927-47.9% | $5,609-35.6% |
| Admin fee / account holder | $7,234 | $13,328-45.7% | $10,705-32.4% | $10,828-33.2% |