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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 | $51,138 | $232,540-78.0% | $185,117-72.4% | $147,585-65.4% |
| Participation rate | 45.5% | 82.4%-36.9pp | 77.3%-31.8pp | 82.8%-37.4pp |
| Annual return | 24.22% | 43.03%-18.8pp | 40.50%-16.3pp | 578.58%-554.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,741 | $5,834-70.2% | $5,045-65.5% | $5,439-68.0% |
| Admin fee / account holder | $1,800 | $10,275-82.5% | $8,159-77.9% | $10,886-83.5% |