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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 | $59,439 | $227,399-73.9% | $189,758-68.7% | $198,609-70.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 18.83% | 61.03%-42.2pp | 52.62%-33.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,514 | $6,837-48.6% | $5,856-40.0% | $6,977-49.6% |
| Admin fee / account holder | $602 | $25,162-97.6% | $20,388-97.0% | $19,030-96.8% |