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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 | $70,178 | $138,114-49.2% | $125,391-44.0% | $134,545-47.8% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | 2.57% | 750.88%-748.3pp | 572.41%-569.8pp | 418.37%-415.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,750 | $7,801-13.5% | $7,448-9.4% | $6,401+5.4% |
| Admin fee / account holder | $330 | $11,570-97.1% | $10,009-96.7% | $11,431-97.1% |