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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 | $182,442-72.5% | $163,379-69.3% | $138,895-63.9% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 18.66% | 72.74%-54.1pp | 63.41%-44.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,505 | $6,817-33.9% | $6,282-28.3% | $6,396-29.6% |
| Admin fee / account holder | $1,122 | $10,396-89.2% | $9,818-88.6% | $12,562-91.1% |