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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 | $62,710 | $289,211-78.3% | $260,467-75.9% | $198,609-68.4% |
| Participation rate | 36.4% | 83.1%-46.7pp | 80.5%-44.1pp | 82.4%-46.0pp |
| Annual return | 16.74% | 112.90%-96.2pp | 100.60%-83.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,702 | $6,812-60.3% | $6,319-57.2% | $6,977-61.3% |
| Admin fee / account holder | $3,643 | $16,236-77.6% | $15,461-76.4% | $19,030-80.9% |