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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 | $47,127 | $209,336-77.5% | $197,124-76.1% | $137,256-65.7% |
| Participation rate | 28.6% | 87.3%-58.7pp | 86.7%-58.1pp | 80.0%-51.4pp |
| Annual return | 15.94% | 48.09%-32.2pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,064 | $9,614-57.7% | $9,135-55.5% | $6,407-36.6% |
| Admin fee / account holder | $5,358 | $17,308-69.0% | $16,298-67.1% | $12,270-56.3% |