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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 | $79,973 | $159,978-50.0% | $147,041-45.6% | $145,978-45.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 29.01% | 98.36%-69.4pp | 419.21%-390.2pp | 550.52%-521.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,767 | $8,429-67.2% | $8,071-65.7% | $6,690-58.6% |
| Admin fee / account holder | $12,560 | $15,053-16.6% | $13,006-3.4% | $13,400-6.3% |