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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 | $119,238 | $159,934-25.4% | $147,005-18.9% | $145,959-18.3% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 10.26% | 98.24%-88.0pp | 418.76%-408.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,346 | $8,427-60.3% | $8,070-58.5% | $6,689-50.0% |
| Admin fee / account holder | $52,288 | $15,053+247.4% | $13,006+302.0% | $13,398+290.3% |