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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 | $59,566 | $209,422-71.6% | $178,503-66.6% | $158,982-62.5% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 22.46% | 188.81%-166.3pp | 151.12%-128.7pp | 302.99%-280.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,240 | $5,955-62.4% | $5,202-56.9% | $5,983-62.6% |
| Admin fee / account holder | $898 | $17,079-94.7% | $13,987-93.6% | $11,252-92.0% |