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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 | $65,167 | $226,105-71.2% | $182,540-64.3% | $152,897-57.4% |
| Participation rate | 52.4% | 82.5%-30.1pp | 78.0%-25.6pp | 82.5%-30.1pp |
| Annual return | 23.67% | 192.58%-168.9pp | 148.58%-124.9pp | 345.43%-321.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,254 | $6,370-17.5% | $5,525-4.9% | $5,851-10.2% |
| Admin fee / account holder | $588 | $10,706-94.5% | $8,593-93.2% | $11,599-94.9% |