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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 | $54,704 | $148,582-63.2% | $135,942-59.8% | $139,456-60.8% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 22.11% | 79.26%-57.1pp | 68.28%-46.2pp | 373.45%-351.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,530 | $8,101-68.8% | $7,759-67.4% | $6,711-62.3% |
| Admin fee / account holder | $7,972 | $12,402-35.7% | $10,764-25.9% | $11,407-30.1% |