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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 | $49,031 | $134,817-63.6% | $123,973-60.5% | $155,188-68.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 19.70% | 515.49%-495.8pp | 388.13%-368.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,629 | $5,706-36.4% | $5,247-30.8% | $6,531-44.4% |
| Admin fee / account holder | $1,440 | $13,245-89.1% | $11,799-87.8% | $14,480-90.1% |