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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 | $42,552 | $165,399-74.3% | $149,745-71.6% | $158,982-73.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 17.83% | 348.34%-330.5pp | 276.72%-258.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,105 | $7,183+82.4% | $6,843+91.5% | $5,983+119.0% |
| Admin fee / account holder | $4,819 | $10,811-55.4% | $9,312-48.2% | $11,252-57.2% |