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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 | $66,041 | $112,131-41.1% | $95,964-31.2% | $158,982-58.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 12.14% | 171.19%-159.0pp | 91.64%-79.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,503 | $4,784+15.0% | $4,167+32.1% | $5,983-8.0% |
| Admin fee / account holder | $665 | $10,136-93.4% | $6,797-90.2% | $11,252-94.1% |