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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 | $47,247 | $228,395-79.3% | $185,861-74.6% | $158,982-70.3% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 14.05% | 40.82%-26.8pp | 35.96%-21.9pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,445 | $6,417-61.9% | $5,634-56.6% | $5,983-59.1% |
| Admin fee / account holder | $1,916 | $11,869-83.9% | $9,503-79.8% | $11,252-83.0% |