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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 | $63,255 | $227,566-72.2% | $189,558-66.6% | $167,518-62.2% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.5%-45.1pp | 82.1%-48.8pp |
| Annual return | 15.86% | 78.43%-62.6pp | 64.19%-48.3pp | 478.71%-462.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,753 | $7,002-75.0% | $6,174-71.6% | $6,342-72.4% |
| Admin fee / account holder | $1,995 | $11,881-83.2% | $9,809-79.7% | $12,312-83.8% |