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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 | $60,830 | $148,623-59.1% | $135,974-55.3% | $139,466-56.4% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.0pp | 80.3%-19.5pp |
| Annual return | 18.36% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,048 | $8,103+48.7% | $7,760+55.3% | $6,712+79.5% |
| Admin fee / account holder | $9,075 | $12,406-26.8% | $10,767-15.7% | $11,409-20.5% |