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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 | $83,521 | $138,076-39.5% | $123,553-32.4% | $135,380-38.3% |
| Participation rate | 60.9% | 84.7%-23.9pp | 82.3%-21.4pp | 82.6%-21.8pp |
| Annual return | 15.05% | 153.70%-138.6pp | 119.21%-104.2pp | 519.81%-504.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,991 | $6,800-11.9% | $6,426-6.8% | $5,609+6.8% |
| Admin fee / account holder | $953 | $10,917-91.3% | $9,284-89.7% | $10,828-91.2% |