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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 | $50,018 | $166,020-69.9% | $164,866-69.7% | $145,959-65.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.46% | 100.08%-89.6pp | 69.97%-59.5pp | 561.95%-551.5pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,736 | $6,961-46.3% | $6,033-38.1% | $6,689-44.1% |
| Admin fee / account holder | $985 | $16,644-94.1% | $12,689-92.2% | $13,398-92.6% |