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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 | $50,366 | $197,594-74.5% | $177,822-71.7% | $158,931-68.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 19.04% | 58.76%-39.7pp | 48.32%-29.3pp | 302.86%-283.8pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,184 | $8,405-62.1% | $7,714-58.7% | $5,982-46.8% |
| Admin fee / account holder | $4,139 | $15,400-73.1% | $12,428-66.7% | $11,247-63.2% |