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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 | $63,866 | $226,105-71.8% | $182,540-65.0% | $152,897-58.2% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 17.88% | 192.58%-174.7pp | 148.58%-130.7pp | 345.43%-327.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,322 | $6,370-79.2% | $5,525-76.1% | $5,851-77.4% |
| Admin fee / account holder | $5,601 | $10,706-47.7% | $8,593-34.8% | $11,599-51.7% |