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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 | $47,246 | $172,111-72.5% | $150,298-68.6% | $137,256-65.6% |
| Participation rate | 61.9% | 81.7%-19.8pp | 77.8%-15.9pp | 80.0%-18.1pp |
| Annual return | 15.54% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,648 | $6,166-24.6% | $5,453-14.7% | $6,407-27.4% |
| Admin fee / account holder | $551 | $16,471-96.7% | $14,116-96.1% | $12,270-95.5% |