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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 | $57,882 | $166,089-65.2% | $164,928-64.9% | $145,978-60.3% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 19.43% | 100.26%-80.8pp | 70.08%-50.6pp | 550.52%-531.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,667 | $6,961-47.3% | $6,034-39.2% | $6,690-45.2% |
| Admin fee / account holder | $7,103 | $16,641-57.3% | $12,684-44.0% | $13,400-47.0% |