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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 | $50,936 | $111,535-54.3% | $105,223-51.6% | $137,256-62.9% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 26.68% | 237.85%-211.2pp | 180.65%-154.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,783 | $5,500-31.2% | $5,072-25.4% | $6,407-40.9% |
| Admin fee / account holder | $307 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |