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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 | $57,415 | $159,978-64.1% | $147,041-61.0% | $145,978-60.7% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 16.40% | 98.36%-82.0pp | 419.21%-402.8pp | 550.52%-534.1pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,885 | $8,429-6.5% | $8,071-2.3% | $6,690+17.9% |
| Admin fee / account holder | $519 | $15,053-96.6% | $13,006-96.0% | $13,400-96.1% |