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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 | $174,379-72.9% | $152,093-68.9% | $138,895-66.0% |
| Participation rate | 61.9% | 81.6%-19.7pp | 77.8%-15.9pp | 79.9%-18.0pp |
| Annual return | 15.54% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,648 | $6,159-24.5% | $5,451-14.7% | $6,396-27.3% |
| Admin fee / account holder | $551 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |