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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 | $48,641 | $139,948-65.2% | $121,663-60.0% | $154,746-68.6% |
| Participation rate | 20.0% | 78.0%-58.0pp | 74.5%-54.5pp | 80.7%-60.7pp |
| Annual return | 10.06% | 230.52%-220.5pp | 147.54%-137.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,600 | $5,629-36.0% | $4,887-26.3% | $6,730-46.5% |
| Admin fee / account holder | $12,165 | $17,321-29.8% | $14,289-14.9% | $14,365-15.3% |