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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 | $60,669 | $211,288-71.3% | $178,540-66.0% | $145,884-58.4% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.7pp |
| Annual return | 14.97% | 30.27%-15.3pp | 27.15%-12.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,544 | $6,967-34.8% | $6,281-27.7% | $6,690-32.1% |
| Admin fee / account holder | $1,229 | $12,105-89.8% | $10,424-88.2% | $13,392-90.8% |