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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 | $50,598 | $165,912-69.5% | $122,342-58.6% | $147,585-65.7% |
| Participation rate | 63.6% | 79.6%-15.9pp | 71.6%-8.0pp | 82.8%-19.2pp |
| Annual return | 10.19% | 34.55%-24.4pp | 30.28%-20.1pp | 578.56%-568.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,244 | $4,005+6.0% | $3,287+29.1% | $5,439-22.0% |
| Admin fee / account holder | $5,055 | $7,424-31.9% | $5,478-7.7% | $10,885-53.6% |