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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 | $49,789 | $228,395-78.2% | $185,861-73.2% | $158,982-68.7% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 31.01% | 40.82%-9.8pp | 35.96%-5.0pp | 302.99%-272.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,525 | $6,417-45.1% | $5,634-37.4% | $5,983-41.1% |
| Admin fee / account holder | $4,220 | $11,869-64.4% | $9,503-55.6% | $11,252-62.5% |