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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 | $58,667 | $202,440-71.0% | $169,390-65.4% | $139,466-57.9% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.2%-48.6pp | 80.3%-51.8pp |
| Annual return | 15.02% | 532.36%-517.3pp | 406.07%-391.1pp | 373.66%-358.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,667 | $6,940-61.6% | $6,222-57.1% | $6,712-60.3% |
| Admin fee / account holder | $4,846 | $10,722-54.8% | $9,015-46.2% | $11,409-57.5% |