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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 | $108,998 | $176,105-38.1% | $159,474-31.7% | $167,536-34.9% |
| Participation rate | 61.5% | 85.0%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 21.06% | 331.91%-310.8pp | 263.68%-242.6pp | 478.82%-457.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,097 | $7,751-47.1% | $7,353-44.3% | $6,342-35.4% |
| Admin fee / account holder | $9,529 | $12,559-24.1% | $10,802-11.8% | $12,315-22.6% |