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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 | $61,016 | $232,540-73.8% | $185,117-67.0% | $147,586-58.7% |
| Participation rate | 53.3% | 82.4%-29.0pp | 77.3%-23.9pp | 82.8%-29.5pp |
| Annual return | 18.59% | 43.03%-24.4pp | 40.50%-21.9pp | 578.59%-560.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,014 | $5,834-14.0% | $5,045-0.6% | $5,439-7.8% |
| Admin fee / account holder | $630 | $10,275-93.9% | $8,159-92.3% | $10,886-94.2% |