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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 | $107,368-51.5% | $92,915-44.0% | $152,909-66.0% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 19.19% | 145.64%-126.5pp | 109.45%-90.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,280 | $4,848+8.9% | $4,238+24.6% | $5,851-9.8% |
| Admin fee / account holder | $49,529 | $7,082+599.3% | $5,796+754.6% | $11,601+326.9% |