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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 | $48,479 | $232,540-79.2% | $185,117-73.8% | $147,586-67.2% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 11.47% | 43.03%-31.6pp | 40.50%-29.0pp | 578.59%-567.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,586 | $5,834-4.2% | $5,045+10.7% | $5,439+2.7% |
| Admin fee / account holder | $44,859 | $10,275+336.6% | $8,159+449.8% | $10,886+312.1% |