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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 | $38,914 | $176,786-78.0% | $146,643-73.5% | $167,536-76.8% |
| Participation rate | 60.9% | 83.6%-22.8pp | 80.1%-19.2pp | 82.1%-21.2pp |
| Annual return | 48.17% | 24.04%+24.1pp | 22.75%+25.4pp | 478.82%-430.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,050 | $6,440-6.1% | $5,506+9.9% | $6,342-4.6% |
| Admin fee / account holder | $586 | $13,262-95.6% | $10,280-94.3% | $12,315-95.2% |