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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 | $60,502 | $108,942-44.5% | $100,415-39.7% | $145,897-58.5% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 16.22% | 58.27%-42.0pp | 49.47%-33.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,490 | $8,461-70.6% | $8,091-69.2% | $6,689-62.8% |
| Admin fee / account holder | $6,732 | $9,702-30.6% | $7,906-14.9% | $13,390-49.7% |