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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 | $49,447 | $160,070-69.1% | $147,117-66.4% | $145,897-66.1% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.2pp |
| Annual return | 23.75% | 98.69%-74.9pp | 420.54%-396.8pp | 552.29%-528.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,322 | $8,419-36.8% | $8,065-34.0% | $6,689-20.4% |
| Admin fee / account holder | $4,274 | $15,035-71.6% | $12,993-67.1% | $13,390-68.1% |