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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 | $81,569 | $160,070-49.0% | $147,117-44.6% | $145,897-44.1% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 10.34% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,178 | $8,419-50.4% | $8,065-48.2% | $6,689-37.5% |
| Admin fee / account holder | $12,467 | $15,035-17.1% | $12,993-4.0% | $13,390-6.9% |