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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 | $44,503 | $157,304-71.7% | $141,197-68.5% | $152,909-70.9% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 21.43% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,598 | $7,111-21.3% | $6,710-16.6% | $5,851-4.3% |
| Admin fee / account holder | $726 | $12,126-94.0% | $10,265-92.9% | $11,601-93.7% |