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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 | $50,194 | $225,673-77.8% | $203,872-75.4% | $155,188-67.7% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 18.66% | 95.91%-77.3pp | 85.11%-66.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,505 | $6,893-34.6% | $6,388-29.5% | $6,531-31.0% |
| Admin fee / account holder | $1,122 | $12,327-90.9% | $11,730-90.4% | $14,480-92.3% |