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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 | $58,418 | $165,361-64.7% | $149,715-61.0% | $158,950-63.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.68% | 348.24%-330.6pp | 276.66%-259.0pp | 302.91%-285.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,373 | $7,182-53.0% | $6,842-50.7% | $5,983-43.6% |
| Admin fee / account holder | $31,603 | $10,808+192.4% | $9,310+239.5% | $11,248+181.0% |