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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 | $47,540 | $112,131-57.6% | $95,964-50.5% | $158,982-70.1% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.8pp | 82.0%-48.6pp |
| Annual return | 21.95% | 171.19%-149.2pp | 91.64%-69.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,829 | $4,784-61.8% | $4,167-56.1% | $5,983-69.4% |
| Admin fee / account holder | $10,672 | $10,136+5.3% | $6,797+57.0% | $11,252-5.2% |