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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 | $113,229 | $196,972-42.5% | $182,262-37.9% | $198,609-43.0% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 46.46% | 158.27%-111.8pp | 140.60%-94.1pp | 202.70%-156.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,736 | $8,643-22.1% | $8,276-18.6% | $6,977-3.4% |
| Admin fee / account holder | $657 | $18,429-96.4% | $16,712-96.1% | $19,030-96.5% |