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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 | $50,550 | $183,627-72.5% | $155,602-67.5% | $145,978-65.4% |
| Participation rate | 20.8% | 82.7%-61.9pp | 78.2%-57.4pp | 80.3%-59.5pp |
| Annual return | 59.16% | 61.32%-2.2pp | 64.81%-5.6pp | 550.52%-491.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,456 | $6,466-46.5% | $5,629-38.6% | $6,690-48.3% |
| Admin fee / account holder | $1,150 | $19,327-94.1% | $15,923-92.8% | $13,400-91.4% |