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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 | $64,549 | $157,276-59.0% | $141,177-54.3% | $152,885-57.8% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.6pp | 82.5%-23.6pp |
| Annual return | 23.53% | 64.33%-40.8pp | 71.40%-47.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,462 | $7,110+75.3% | $6,710+85.7% | $5,851+113.0% |
| Admin fee / account holder | $1,051 | $12,123-91.3% | $10,263-89.8% | $11,598-90.9% |