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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 | $74,116 | $157,296-52.9% | $141,191-47.5% | $152,897-51.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 21.97% | 64.34%-42.4pp | 71.41%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,979 | $7,111-58.1% | $6,710-55.6% | $5,851-49.1% |
| Admin fee / account holder | $17,657 | $12,125+45.6% | $10,264+72.0% | $11,599+52.2% |