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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 | $45,393 | $183,516-75.3% | $155,534-70.8% | $145,884-68.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 19.59% | 61.43%-41.8pp | 64.92%-45.3pp | 551.85%-532.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,203 | $6,467-4.1% | $5,630+10.2% | $6,690-7.3% |
| Admin fee / account holder | $368,819 | $19,293+1811.6% | $15,900+2219.6% | $13,392+2654.1% |