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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 | $49,150 | $157,296-68.8% | $141,191-65.2% | $152,897-67.9% |
| Participation rate | 13.3% | 84.8%-71.5pp | 82.5%-69.1pp | 82.5%-69.1pp |
| Annual return | 20.54% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,300 | $7,111-53.6% | $6,710-50.8% | $5,851-43.6% |
| Admin fee / account holder | $3,308 | $12,125-72.7% | $10,264-67.8% | $11,599-71.5% |