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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 | $47,188 | $196,972-76.0% | $182,262-74.1% | $198,609-76.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 13.44% | 158.27%-144.8pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,280 | $8,643-38.9% | $8,276-36.2% | $6,977-24.3% |
| Admin fee / account holder | $17,111 | $18,429-7.2% | $16,712+2.4% | $19,030-10.1% |