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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 | $57,549 | $97,765-41.1% | $103,486-44.4% | $145,884-60.6% |
| Participation rate | 45.5% | 81.1%-35.7pp | 80.5%-35.1pp | 80.3%-34.8pp |
| Annual return | 18.38% | 25.44%-7.1pp | 23.93%-5.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,599 | $6,606-30.4% | $6,628-30.6% | $6,690-31.3% |
| Admin fee / account holder | $4,077 | $12,505-67.4% | $9,354-56.4% | $13,392-69.6% |