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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 | $72,237 | $176,120-59.0% | $159,487-54.7% | $167,553-56.9% |
| Participation rate | 14.3% | 85.0%-70.7pp | 82.8%-68.5pp | 82.1%-67.8pp |
| Annual return | 10.18% | 331.95%-321.8pp | 263.71%-253.5pp | 478.89%-468.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,371 | $7,752-56.5% | $7,354-54.2% | $6,343-46.9% |
| Admin fee / account holder | $1,230 | $12,561-90.2% | $10,804-88.6% | $12,316-90.0% |