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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 | $49,332 | $115,796-57.4% | $101,264-51.3% | $158,950-69.0% |
| Participation rate | 11.1% | 79.4%-68.3pp | 75.8%-64.7pp | 82.0%-70.9pp |
| Annual return | 19.13% | 56.15%-37.0pp | 46.48%-27.4pp | 302.91%-283.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,671 | $4,958-66.3% | $4,370-61.8% | $5,983-72.1% |
| Admin fee / account holder | $1,675 | $7,247-76.9% | $5,947-71.8% | $11,248-85.1% |