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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 | $59,615 | $202,460-70.6% | $169,385-64.8% | $139,456-57.3% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.2%-48.6pp | 80.3%-51.8pp |
| Annual return | 14.59% | 532.07%-517.5pp | 405.82%-391.2pp | 373.45%-358.9pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,287 | $6,938-81.4% | $6,221-79.3% | $6,711-80.8% |
| Admin fee / account holder | $2,391 | $10,719-77.7% | $9,011-73.5% | $11,407-79.0% |