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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 | $45,444 | $209,336-78.3% | $197,124-76.9% | $137,256-66.9% |
| Participation rate | 58.8% | 87.3%-28.5pp | 86.7%-27.9pp | 80.0%-21.1pp |
| Annual return | 18.63% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,761 | $9,614+43.1% | $9,135+50.6% | $6,407+114.8% |
| Admin fee / account holder | $8,467 | $17,308-51.1% | $16,298-48.1% | $12,270-31.0% |