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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 | $89,091 | $157,304-43.4% | $141,197-36.9% | $152,909-41.7% |
| Participation rate | 21.4% | 84.8%-63.4pp | 82.5%-61.0pp | 82.5%-61.0pp |
| Annual return | 23.21% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,800 | $7,111-60.6% | $6,710-58.3% | $5,851-52.1% |
| Admin fee / account holder | $612 | $12,126-95.0% | $10,265-94.0% | $11,601-94.7% |