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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 | $48,041 | $227,399-78.9% | $189,758-74.7% | $198,609-75.8% |
| Participation rate | 65.2% | 84.0%-18.8pp | 79.8%-14.6pp | 82.4%-17.2pp |
| Annual return | 14.58% | 61.03%-46.5pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,631 | $6,837-32.3% | $5,856-20.9% | $6,977-33.6% |
| Admin fee / account holder | $1,211 | $25,162-95.2% | $20,388-94.1% | $19,030-93.6% |