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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 | $49,862 | $226,105-77.9% | $182,540-72.7% | $152,897-67.4% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.5%-18.8pp |
| Annual return | 20.69% | 192.58%-171.9pp | 148.58%-127.9pp | 345.43%-324.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,292 | $6,370-48.3% | $5,525-40.4% | $5,851-43.7% |
| Admin fee / account holder | $3,012 | $10,706-71.9% | $8,593-65.0% | $11,599-74.0% |