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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 | $87,761 | $175,231-49.9% | $149,696-41.4% | $139,466-37.1% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 14.08% | 166.77%-152.7pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,347 | $6,521-64.0% | $5,682-58.7% | $6,712-65.0% |
| Admin fee / account holder | $578 | $16,155-96.4% | $13,212-95.6% | $11,409-94.9% |