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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 | $57,543 | $185,856-69.0% | $170,028-66.2% | $139,456-58.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 13.56% | 60.52%-47.0pp | 53.39%-39.8pp | 373.45%-359.9pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,392 | $11,623-70.8% | $10,409-67.4% | $6,711-49.5% |
| Admin fee / account holder | $820 | $15,387-94.7% | $12,820-93.6% | $11,407-92.8% |