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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 | $89,766 | $160,028-43.9% | $147,080-39.0% | $145,884-38.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 21.41% | 98.60%-77.2pp | 420.17%-398.8pp | 551.85%-530.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,739 | $8,422-31.9% | $8,066-28.9% | $6,690-14.2% |
| Admin fee / account holder | $1,014 | $15,030-93.3% | $12,989-92.2% | $13,392-92.4% |