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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 | $41,092 | $160,070-74.3% | $147,117-72.1% | $145,897-71.8% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 18.93% | 98.69%-79.8pp | 420.54%-401.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,051 | $8,419-40.0% | $8,065-37.4% | $6,689-24.5% |
| Admin fee / account holder | $973 | $15,035-93.5% | $12,993-92.5% | $13,390-92.7% |