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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 | $134,656 | $160,070-15.9% | $147,117-8.5% | $145,897-7.7% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.6pp | 80.3%-27.7pp |
| Annual return | 16.23% | 98.69%-82.5pp | 420.54%-404.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,433 | $8,419-35.5% | $8,065-32.6% | $6,689-18.8% |
| Admin fee / account holder | $4,103 | $15,035-72.7% | $12,993-68.4% | $13,390-69.4% |