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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 | $108,897-44.4% | $100,378-39.7% | $145,877-58.5% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 16.22% | 58.17%-41.9pp | 49.41%-33.2pp | 551.28%-535.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,490 | $8,455-70.6% | $8,087-69.2% | $6,691-62.8% |
| Admin fee / account holder | $6,732 | $9,690-30.5% | $7,899-14.8% | $13,402-49.8% |