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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 | $66,557 | $232,540-71.4% | $185,117-64.0% | $147,586-54.9% |
| Participation rate | 13.3% | 82.4%-69.0pp | 77.3%-63.9pp | 82.8%-69.5pp |
| Annual return | 18.11% | 43.03%-24.9pp | 40.50%-22.4pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,640 | $5,834-71.9% | $5,045-67.5% | $5,439-69.8% |
| Admin fee / account holder | $11,471 | $10,275+11.6% | $8,159+40.6% | $10,886+5.4% |