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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 | $48,458 | $156,398-69.0% | $147,318-67.1% | $138,895-65.1% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 20.08% | 78.75%-58.7pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,034 | $8,237+21.8% | $7,906+26.9% | $6,396+56.9% |
| Admin fee / account holder | $8,305 | $14,976-44.5% | $13,708-39.4% | $12,562-33.9% |