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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 | $176,071-27.0% | $159,450-19.4% | $167,497-23.3% |
| Participation rate | 56.3% | 84.9%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 14.28% | 331.79%-317.5pp | 263.60%-249.3pp | 478.62%-464.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,270 | $7,750-44.9% | $7,352-41.9% | $6,341-32.7% |
| Admin fee / account holder | $1,223 | $12,555-90.3% | $10,800-88.7% | $12,310-90.1% |