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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 | $160,070-75.5% | $147,117-73.4% | $145,897-73.1% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 15.80% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,086 | $8,419-63.3% | $8,065-61.7% | $6,689-53.9% |
| Admin fee / account holder | $437 | $15,035-97.1% | $12,993-96.6% | $13,390-96.7% |