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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 | $60,656 | $154,228-60.7% | $145,433-58.3% | $137,256-55.8% |
| Participation rate | 21.4% | 83.8%-62.4pp | 82.1%-60.7pp | 80.0%-58.5pp |
| Annual return | 20.66% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,456 | $8,216-70.1% | $7,897-68.9% | $6,407-61.7% |
| Admin fee / account holder | $868 | $14,344-93.9% | $13,129-93.4% | $12,270-92.9% |