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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 | $67,593 | $70,684-4.4% | $169,390-60.1% | $75,173-10.1% |
| Participation rate | 42.3% | 64.8%-22.5pp | 77.2%-34.9pp | 67.2%-24.9pp |
| Annual return | 24.33% | 36.38%-12.1pp | 406.07%-381.7pp | 160.72%-136.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,979 | $4,310+15.5% | $6,222-20.0% | $4,126+20.7% |
| Admin fee / account holder | $4,948 | $5,404-8.4% | $9,015-45.1% | $5,651-12.4% |