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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 | $140,965 | $176,120-20.0% | $159,487-11.6% | $167,553-15.9% |
| Participation rate | 22.2% | 85.0%-62.7pp | 82.8%-60.6pp | 82.1%-59.9pp |
| Annual return | 11.81% | 331.95%-320.1pp | 263.71%-251.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,187 | $7,752-58.9% | $7,354-56.7% | $6,343-49.8% |
| Admin fee / account holder | $562 | $12,561-95.5% | $10,804-94.8% | $12,316-95.4% |