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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 | $125,211 | $159,978-21.7% | $147,041-14.8% | $145,978-14.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.29% | 98.36%-84.1pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,505 | $8,429-46.5% | $8,071-44.2% | $6,690-32.7% |
| Admin fee / account holder | $15,667 | $15,053+4.1% | $13,006+20.5% | $13,400+16.9% |