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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 | $56,736 | $157,304-63.9% | $141,197-59.8% | $152,909-62.9% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.7pp | 82.5%-23.6pp |
| Annual return | 16.33% | 64.34%-48.0pp | 71.41%-55.1pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,232 | $7,111-12.4% | $6,710-7.1% | $5,851+6.5% |
| Admin fee / account holder | $20,910 | $12,126+72.4% | $10,265+103.7% | $11,601+80.2% |