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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 | $46,072 | $209,425-78.0% | $178,499-74.2% | $158,966-71.0% |
| Participation rate | 60.9% | 86.4%-25.5pp | 81.9%-21.1pp | 82.0%-21.1pp |
| Annual return | 10.09% | 188.80%-178.7pp | 151.10%-141.0pp | 302.95%-292.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,889 | $5,955-51.5% | $5,202-44.5% | $5,983-51.7% |
| Admin fee / account holder | $2,396 | $17,078-86.0% | $13,986-82.9% | $11,250-78.7% |