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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 | $154,228-26.6% | $145,433-22.1% | $137,256-17.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 46.46% | 74.59%-28.1pp | 66.58%-20.1pp | 220.34%-173.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,736 | $8,216-18.0% | $7,897-14.7% | $6,407+5.1% |
| Admin fee / account holder | $657 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |