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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 | $54,650 | $165,399-67.0% | $149,745-63.5% | $158,982-65.6% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 24.35% | 348.34%-324.0pp | 276.72%-252.4pp | 302.99%-278.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,558 | $7,183-22.6% | $6,843-18.8% | $5,983-7.1% |
| Admin fee / account holder | $12,831 | $10,811+18.7% | $9,312+37.8% | $11,252+14.0% |