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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 | $51,628 | $209,428-75.3% | $178,498-71.1% | $158,950-67.5% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 15.37% | 188.78%-173.4pp | 151.09%-135.7pp | 302.91%-287.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,701 | $5,955-37.8% | $5,202-28.9% | $5,983-38.1% |
| Admin fee / account holder | $376 | $17,077-97.8% | $13,985-97.3% | $11,248-96.7% |