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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 | $128,479 | $176,120-27.1% | $159,487-19.4% | $167,553-23.3% |
| Participation rate | 56.3% | 85.0%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 14.28% | 331.95%-317.7pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,270 | $7,752-44.9% | $7,354-41.9% | $6,343-32.7% |
| Admin fee / account holder | $1,223 | $12,561-90.3% | $10,804-88.7% | $12,316-90.1% |