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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 | $59,188 | $162,812-63.6% | $133,971-55.8% | $158,966-62.8% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 16.52% | 41.94%-25.4pp | 45.09%-28.6pp | 302.95%-286.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,206 | $5,910-45.7% | $5,047-36.5% | $5,983-46.4% |
| Admin fee / account holder | $504 | $11,741-95.7% | $8,929-94.4% | $11,250-95.5% |