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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 | $49,927 | $97,125-48.6% | $86,233-42.1% | $137,256-63.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 23.65% | 74.19%-50.5pp | 61.39%-37.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,605 | $5,180+8.2% | $4,559+22.9% | $6,407-12.5% |
| Admin fee / account holder | $29,867 | $9,725+207.1% | $8,342+258.0% | $12,270+143.4% |