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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 | $138,386 | $183,539-24.6% | $155,556-11.0% | $145,897-5.1% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | 19.11% | 61.31%-42.2pp | 64.84%-45.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,009 | $6,467-22.5% | $5,631-11.0% | $6,689-25.1% |
| Admin fee / account holder | $9,911 | $19,275-48.6% | $15,885-37.6% | $13,390-26.0% |