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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 | $45,985 | $160,059-71.3% | $140,019-67.2% | $135,382-66.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | 5.08% | 911.44%-906.4pp | 651.15%-646.1pp | 519.77%-514.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,100 | $7,641+45.3% | $6,927+60.3% | $5,609+97.9% |
| Admin fee / account holder | $396 | $13,328-97.0% | $10,705-96.3% | $10,829-96.3% |