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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 | $49,552 | $157,296-68.5% | $141,191-64.9% | $152,897-67.6% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 29.98% | 64.34%-34.4pp | 71.41%-41.4pp | 345.43%-315.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,733 | $7,111-19.4% | $6,710-14.6% | $5,851-2.0% |
| Admin fee / account holder | $1,251 | $12,125-89.7% | $10,264-87.8% | $11,599-89.2% |