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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 | $52,021 | $107,341-51.5% | $92,897-44.0% | $152,870-66.0% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 19.19% | 145.59%-126.4pp | 109.42%-90.2pp | 345.34%-326.2pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,280 | $4,847+8.9% | $4,238+24.6% | $5,850-9.8% |
| Admin fee / account holder | $49,529 | $7,080+599.6% | $5,794+754.8% | $11,597+327.1% |