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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 | $49,616 | $171,492-71.1% | $150,734-67.1% | $198,609-75.0% |
| Participation rate | 52.9% | 81.4%-28.5pp | 78.4%-25.5pp | 82.4%-29.4pp |
| Annual return | 6.54% | 804.70%-798.2pp | 600.81%-594.3pp | 202.70%-196.2pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,410 | $6,259-29.5% | $5,610-21.4% | $6,977-36.8% |
| Admin fee / account holder | $9,520 | $17,628-46.0% | $14,905-36.1% | $19,030-50.0% |