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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 | $58,535 | $225,673-74.1% | $203,872-71.3% | $155,188-62.3% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 12.61% | 95.91%-83.3pp | 85.11%-72.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,603 | $6,893+24.8% | $6,388+34.7% | $6,531+31.7% |
| Admin fee / account holder | $1,699 | $12,327-86.2% | $11,730-85.5% | $14,480-88.3% |