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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 | $39,180 | $159,934-75.5% | $147,005-73.3% | $145,959-73.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 15.80% | 98.24%-82.4pp | 418.76%-403.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,086 | $8,427-63.4% | $8,070-61.8% | $6,689-53.9% |
| Admin fee / account holder | $437 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |