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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 | $58,551 | $180,459-67.6% | $154,108-62.0% | $135,380-56.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 2.41% | 888.21%-885.8pp | 735.21%-732.8pp | 519.81%-517.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,300 | $5,806+25.7% | $5,081+43.7% | $5,609+30.1% |
| Admin fee / account holder | $2,125 | $16,145-86.8% | $13,411-84.2% | $10,828-80.4% |