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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 | $62,948 | $162,136-61.2% | $152,301-58.7% | $154,746-59.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 25.35% | 91.02%-65.7pp | 80.50%-55.1pp | 172.34%-147.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,301 | $8,341-0.5% | $8,004+3.7% | $6,730+23.3% |
| Admin fee / account holder | $387 | $15,759-97.5% | $14,398-97.3% | $14,365-97.3% |