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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 | $49,750 | $148,623-66.5% | $135,974-63.4% | $139,466-64.3% |
| Participation rate | 42.1% | 83.9%-41.8pp | 81.9%-39.8pp | 80.3%-38.2pp |
| Annual return | 16.57% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,108 | $8,103-24.6% | $7,760-21.3% | $6,712-9.0% |
| Admin fee / account holder | $8,168 | $12,406-34.2% | $10,767-24.1% | $11,409-28.4% |