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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 | $53,695 | $162,529-67.0% | $130,788-58.9% | $154,746-65.3% |
| Participation rate | 46.7% | 75.9%-29.2pp | 70.1%-23.4pp | 80.7%-34.0pp |
| Annual return | 19.86% | 510.48%-490.6pp | 386.44%-366.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,525 | $4,808+14.9% | $4,137+33.6% | $6,730-17.9% |
| Admin fee / account holder | $779 | $7,669-89.8% | $6,673-88.3% | $14,365-94.6% |