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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 | $47,888 | $228,395-79.0% | $185,861-74.2% | $158,982-69.9% |
| Participation rate | 39.1% | 82.3%-43.2pp | 78.0%-38.9pp | 82.0%-42.8pp |
| Annual return | 15.30% | 40.82%-25.5pp | 35.96%-20.7pp | 302.99%-287.7pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,753 | $6,417-57.1% | $5,634-51.1% | $5,983-54.0% |
| Admin fee / account holder | $343 | $11,869-97.1% | $9,503-96.4% | $11,252-96.9% |