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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 | $53,312 | $166,131-67.9% | $164,975-67.7% | $145,877-63.5% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.3pp | 80.3%-53.0pp |
| Annual return | 25.73% | 100.37%-74.6pp | 70.12%-44.4pp | 551.28%-525.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,311 | $6,962-38.1% | $6,033-28.6% | $6,691-35.6% |
| Admin fee / account holder | $357 | $16,648-97.9% | $12,688-97.2% | $13,402-97.3% |