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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 | $58,385 | $209,422-72.1% | $178,503-67.3% | $158,982-63.3% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 14.77% | 188.81%-174.0pp | 151.12%-136.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,572 | $5,955-56.8% | $5,202-50.6% | $5,983-57.0% |
| Admin fee / account holder | $699 | $17,079-95.9% | $13,987-95.0% | $11,252-93.8% |