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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 | $53,108 | $160,028-66.8% | $147,080-63.9% | $145,884-63.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.45% | 98.60%-88.1pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,237 | $8,422-61.6% | $8,066-59.9% | $6,690-51.6% |
| Admin fee / account holder | $3,226 | $15,030-78.5% | $12,989-75.2% | $13,392-75.9% |