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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 | $48,105 | $165,361-70.9% | $149,715-67.9% | $158,950-69.7% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 11.71% | 348.24%-336.5pp | 276.66%-265.0pp | 302.91%-291.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,892 | $7,182-31.9% | $6,842-28.5% | $5,983-18.2% |
| Admin fee / account holder | $681 | $10,808-93.7% | $9,310-92.7% | $11,248-93.9% |