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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 | $63,888 | $176,077-63.7% | $159,455-59.9% | $167,518-61.9% |
| Participation rate | 59.1% | 84.9%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 11.77% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-466.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,613 | $7,751-40.5% | $7,353-37.3% | $6,342-27.3% |
| Admin fee / account holder | $398 | $12,556-96.8% | $10,800-96.3% | $12,312-96.8% |