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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 | $47,511 | $162,812-70.8% | $133,971-64.5% | $158,966-70.1% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 24.77% | 41.94%-17.2pp | 45.09%-20.3pp | 302.95%-278.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,492 | $5,910-7.1% | $5,047+8.8% | $5,983-8.2% |
| Admin fee / account holder | $3,119 | $11,741-73.4% | $8,929-65.1% | $11,250-72.3% |