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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 | $28,082 | $159,978-82.4% | $147,041-80.9% | $145,978-80.8% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 14.57% | 98.36%-83.8pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,520 | $8,429+1.1% | $8,071+5.6% | $6,690+27.4% |
| Admin fee / account holder | $34,666 | $15,053+130.3% | $13,006+166.5% | $13,400+158.7% |