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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 | $46,619 | $77,157-39.6% | $108,405-57.0% | $85,851-45.7% |
| Participation rate | 61.5% | 74.7%-13.1pp | 80.1%-18.6pp | 69.3%-7.8pp |
| Annual return | 37.58% | 44.55%-7.0pp | 905.55%-868.0pp | 318.63%-281.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,689 | $5,567+20.2% | $6,563+1.9% | $3,952+69.2% |
| Admin fee / account holder | $4,218 | $5,174-18.5% | $7,297-42.2% | $6,261-32.6% |