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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 | $118,834 | $160,070-25.8% | $147,117-19.2% | $145,897-18.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.64% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,160 | $8,419-38.7% | $8,065-36.0% | $6,689-22.9% |
| Admin fee / account holder | $1,167 | $15,035-92.2% | $12,993-91.0% | $13,390-91.3% |