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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 | $50,698 | $183,516-72.4% | $155,534-67.4% | $145,884-65.2% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 16.73% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,383 | $6,467-16.8% | $5,630-4.4% | $6,690-19.5% |
| Admin fee / account holder | $666 | $19,293-96.6% | $15,900-95.8% | $13,392-95.0% |