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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 | $62,764 | $208,088-69.8% | $186,193-66.3% | $154,746-59.4% |
| Participation rate | 53.3% | 80.0%-26.7pp | 77.1%-23.8pp | 80.7%-27.4pp |
| Annual return | 16.00% | 89.97%-74.0pp | 78.03%-62.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,982 | $7,078-29.6% | $6,513-23.5% | $6,730-26.0% |
| Admin fee / account holder | $835 | $11,698-92.9% | $11,058-92.4% | $14,365-94.2% |