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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 | $44,942 | $129,737-65.4% | $119,126-62.3% | $154,746-71.0% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 13.17% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,220 | $5,842-27.8% | $5,318-20.6% | $6,730-37.3% |
| Admin fee / account holder | $13,269 | $11,961+10.9% | $10,693+24.1% | $14,365-7.6% |