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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 | $39,053 | $210,698-81.5% | $178,014-78.1% | $145,959-73.2% |
| Participation rate | 46.7% | 80.8%-34.1pp | 77.1%-30.4pp | 80.3%-33.6pp |
| Annual return | 19.06% | 386.27%-367.2pp | 294.80%-275.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,028 | $6,958-42.1% | $6,276-35.8% | $6,689-39.8% |
| Admin fee / account holder | $3,545 | $12,016-70.5% | $10,362-65.8% | $13,398-73.5% |