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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 | $50,566 | $183,988-72.5% | $162,177-68.8% | $152,897-66.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 17.31% | 150.79%-133.5pp | 115.60%-98.3pp | 345.43%-328.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,438 | $8,032-44.8% | $7,297-39.2% | $5,851-24.2% |
| Admin fee / account holder | $3,841 | $13,123-70.7% | $10,843-64.6% | $11,599-66.9% |