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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 | $62,029 | $148,629-58.3% | $135,982-54.4% | $139,487-55.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 22.31% | 79.33%-57.0pp | 68.32%-46.0pp | 373.84%-351.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,461 | $8,102+29.1% | $7,760+34.8% | $6,713+55.8% |
| Admin fee / account holder | $5,720 | $12,406-53.9% | $10,767-46.9% | $11,407-49.9% |