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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 | $89,379 | $165,351-45.9% | $149,710-40.3% | $158,931-43.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 20.03% | 348.19%-328.2pp | 276.63%-256.6pp | 302.86%-282.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,747 | $7,181-20.0% | $6,842-16.0% | $5,982-3.9% |
| Admin fee / account holder | $981 | $10,807-90.9% | $9,309-89.5% | $11,247-91.3% |