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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 | $75,928 | $175,231-56.7% | $149,696-49.3% | $139,466-45.6% |
| Participation rate | 23.5% | 83.4%-59.9pp | 78.8%-55.2pp | 80.3%-56.8pp |
| Annual return | 14.13% | 166.77%-152.6pp | 134.46%-120.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,655 | $6,521-59.3% | $5,682-53.3% | $6,712-60.4% |
| Admin fee / account holder | $488 | $16,155-97.0% | $13,212-96.3% | $11,409-95.7% |