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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 | $94,430 | $157,304-40.0% | $141,197-33.1% | $152,909-38.2% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 22.85% | 64.34%-41.5pp | 71.41%-48.6pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,192 | $7,111+1.1% | $6,710+7.2% | $5,851+22.9% |
| Admin fee / account holder | $6,067 | $12,126-50.0% | $10,265-40.9% | $11,601-47.7% |