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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 | $44,644 | $176,071-74.6% | $159,450-72.0% | $167,497-73.3% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 21.30% | 331.79%-310.5pp | 263.60%-242.3pp | 478.62%-457.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,481 | $7,750+9.4% | $7,352+15.3% | $6,341+33.7% |
| Admin fee / account holder | $1,030 | $12,555-91.8% | $10,800-90.5% | $12,310-91.6% |