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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 | $44,796 | $183,592-75.6% | $155,567-71.2% | $145,959-69.3% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 11.48% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,064 | $6,464-37.1% | $5,628-27.8% | $6,689-39.2% |
| Admin fee / account holder | $10,803 | $19,318-44.1% | $15,916-32.1% | $13,398-19.4% |