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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 | $23,974 | $138,075-82.6% | $123,552-80.6% | $135,379-82.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 20.64% | 153.70%-133.1pp | 119.20%-98.6pp | 519.79%-499.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,270 | $6,800-37.2% | $6,426-33.6% | $5,609-23.9% |
| Admin fee / account holder | $6,393 | $10,917-41.4% | $9,285-31.1% | $10,828-41.0% |