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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 | $77,249 | $183,539-57.9% | $155,556-50.3% | $145,897-47.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.07% | 61.31%-42.2pp | 64.84%-45.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,000 | $6,467-22.7% | $5,631-11.2% | $6,689-25.3% |
| Admin fee / account holder | $550 | $19,275-97.1% | $15,885-96.5% | $13,390-95.9% |