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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 | $86,408 | $209,425-58.7% | $178,499-51.6% | $158,966-45.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 25.39% | 188.80%-163.4pp | 151.10%-125.7pp | 302.95%-277.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,500 | $5,955+59.5% | $5,202+82.6% | $5,983+58.8% |
| Admin fee / account holder | $3,635 | $17,078-78.7% | $13,986-74.0% | $11,250-67.7% |