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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 | $103,473 | $138,075-25.1% | $123,552-16.3% | $135,379-23.6% |
| Participation rate | 52.6% | 84.7%-32.1pp | 82.3%-29.7pp | 82.6%-30.0pp |
| Annual return | 10.61% | 153.70%-143.1pp | 119.20%-108.6pp | 519.79%-509.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,180 | $6,800+5.6% | $6,426+11.7% | $5,609+28.0% |
| Admin fee / account holder | $643 | $10,917-94.1% | $9,285-93.1% | $10,828-94.1% |