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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 | $100,013 | $160,070-37.5% | $147,117-32.0% | $145,897-31.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.41% | 98.69%-82.3pp | 420.54%-404.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,398 | $8,419+47.3% | $8,065+53.7% | $6,689+85.3% |
| Admin fee / account holder | $12,131 | $15,035-19.3% | $12,993-6.6% | $13,390-9.4% |