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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 | $131,420 | $159,978-17.9% | $147,041-10.6% | $145,978-10.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 15.52% | 98.36%-82.8pp | 419.21%-403.7pp | 550.52%-535.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,732 | $8,429-20.1% | $8,071-16.6% | $6,690+0.6% |
| Admin fee / account holder | $2,592 | $15,053-82.8% | $13,006-80.1% | $13,400-80.7% |