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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 | $53,846 | $172,111-68.7% | $150,298-64.2% | $137,256-60.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 20.59% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,788 | $6,166-54.8% | $5,453-48.9% | $6,407-56.5% |
| Admin fee / account holder | $1,684 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |