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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 | $39,833 | $157,276-74.7% | $141,177-71.8% | $152,885-73.9% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.5%-30.1pp |
| Annual return | 20.32% | 64.33%-44.0pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,301 | $7,110-39.5% | $6,710-35.9% | $5,851-26.5% |
| Admin fee / account holder | $319 | $12,123-97.4% | $10,263-96.9% | $11,598-97.2% |