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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 | $59,969 | $228,352-73.7% | $185,835-67.7% | $158,966-62.3% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 18.05% | 40.81%-22.8pp | 35.96%-17.9pp | 302.95%-284.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,877 | $6,416-70.8% | $5,633-66.7% | $5,983-68.6% |
| Admin fee / account holder | $640 | $11,867-94.6% | $9,502-93.3% | $11,250-94.3% |