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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 | $47,343 | $160,070-70.4% | $147,117-67.8% | $145,897-67.6% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 13.55% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,313 | $8,419-48.8% | $8,065-46.5% | $6,689-35.5% |
| Admin fee / account holder | $5,232 | $15,035-65.2% | $12,993-59.7% | $13,390-60.9% |