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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 | $68,553 | $217,427-68.5% | $185,837-63.1% | $167,518-59.1% |
| Participation rate | 45.5% | 86.0%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 11.33% | 148.39%-137.1pp | 122.08%-110.8pp | 478.71%-467.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,832 | $6,357-55.5% | $5,568-49.1% | $6,342-55.4% |
| Admin fee / account holder | $2,823 | $19,816-85.8% | $16,241-82.6% | $12,312-77.1% |