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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 | $45,226 | $157,296-71.2% | $141,191-68.0% | $152,897-70.4% |
| Participation rate | 40.9% | 84.8%-43.9pp | 82.5%-41.6pp | 82.5%-41.5pp |
| Annual return | 20.44% | 64.34%-43.9pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,191 | $7,111-41.1% | $6,710-37.5% | $5,851-28.4% |
| Admin fee / account holder | $6,829 | $12,125-43.7% | $10,264-33.5% | $11,599-41.1% |