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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 | $34,547 | $175,257-80.3% | $149,717-76.9% | $139,456-75.2% |
| Participation rate | 52.2% | 83.4%-31.2pp | 78.8%-26.6pp | 80.3%-28.2pp |
| Annual return | 21.18% | 166.70%-145.5pp | 134.41%-113.2pp | 373.45%-352.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,335 | $6,521-33.5% | $5,682-23.7% | $6,711-35.4% |
| Admin fee / account holder | $2,804 | $16,156-82.6% | $13,213-78.8% | $11,407-75.4% |