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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 | $35,303 | $190,879-81.5% | $160,009-77.9% | $134,532-73.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 29.18% | 552.63%-523.5pp | 408.85%-379.7pp | 418.27%-389.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,142 | $6,924-11.3% | $6,183-0.7% | $6,401-4.0% |
| Admin fee / account holder | $10,514 | $10,495+0.2% | $8,715+20.6% | $11,429-8.0% |