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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 | $28,443 | $159,978-82.2% | $147,041-80.7% | $145,978-80.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.20% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,118 | $8,429-51.1% | $8,071-49.0% | $6,690-38.4% |
| Admin fee / account holder | $1,850 | $15,053-87.7% | $13,006-85.8% | $13,400-86.2% |