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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 | $223,823-78.9% | $211,142-77.7% | $154,746-69.5% |
| Participation rate | 28.6% | 87.9%-59.3pp | 87.3%-58.7pp | 80.7%-52.1pp |
| Annual return | 15.94% | 50.39%-34.5pp | 46.84%-30.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,064 | $9,750-58.3% | $9,284-56.2% | $6,730-39.6% |
| Admin fee / account holder | $5,358 | $19,707-72.8% | $19,076-71.9% | $14,365-62.7% |