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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 | $68,326 | $148,582-54.0% | $135,942-49.7% | $139,456-51.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.69% | 79.26%-62.6pp | 68.28%-51.6pp | 373.45%-356.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,366 | $8,101-9.1% | $7,759-5.1% | $6,711+9.8% |
| Admin fee / account holder | $688 | $12,402-94.5% | $10,764-93.6% | $11,407-94.0% |