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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 | $69,395 | $160,040-56.6% | $147,096-52.8% | $145,877-52.4% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 14.57% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,324 | $8,429-60.6% | $8,071-58.8% | $6,691-50.3% |
| Admin fee / account holder | $4,476 | $15,050-70.3% | $13,005-65.6% | $13,402-66.6% |