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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 | $49,556 | $211,224-76.5% | $178,505-72.2% | $145,897-66.0% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 12.44% | 30.28%-17.8pp | 27.16%-14.7pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,239 | $6,966-67.9% | $6,280-64.4% | $6,689-66.5% |
| Admin fee / account holder | $321 | $12,109-97.4% | $10,428-96.9% | $13,390-97.6% |