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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 | $72,586 | $157,296-53.9% | $141,191-48.6% | $152,897-52.5% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 39.63% | 64.34%-24.7pp | 71.41%-31.8pp | 345.43%-305.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,320 | $7,111-39.3% | $6,710-35.6% | $5,851-26.2% |
| Admin fee / account holder | $450 | $12,125-96.3% | $10,264-95.6% | $11,599-96.1% |