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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 | $57,909 | $202,440-71.4% | $169,390-65.8% | $139,466-58.5% |
| Participation rate | 46.7% | 81.1%-34.4pp | 77.2%-30.5pp | 80.3%-33.7pp |
| Annual return | 14.19% | 532.36%-518.2pp | 406.07%-391.9pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,936 | $6,940-57.7% | $6,222-52.8% | $6,712-56.3% |
| Admin fee / account holder | $1,170 | $10,722-89.1% | $9,015-87.0% | $11,409-89.7% |