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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 | $55,595 | $176,105-68.4% | $159,474-65.1% | $167,536-66.8% |
| Participation rate | 53.8% | 85.0%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 9.98% | 331.91%-321.9pp | 263.68%-253.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $159 | $5,299-97.0% | $4,831-96.7% | $4,839-96.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $583 | $12,559-95.4% | $10,802-94.6% | $12,315-95.3% |