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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 | $108,699 | $138,076-21.3% | $123,553-12.0% | $135,380-19.7% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 7.33% | 153.70%-146.4pp | 119.21%-111.9pp | 519.81%-512.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,982 | $6,800-41.4% | $6,426-38.0% | $5,609-29.0% |
| Admin fee / account holder | $1,187 | $10,917-89.1% | $9,284-87.2% | $10,828-89.0% |