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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 | $65,060 | $157,296-58.6% | $141,191-53.9% | $152,897-57.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 17.56% | 64.34%-46.8pp | 71.41%-53.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,667 | $7,111+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $407 | $12,125-96.6% | $10,264-96.0% | $11,599-96.5% |