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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 | $42,794 | $148,629-71.2% | $135,982-68.5% | $139,487-69.3% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 16.78% | 79.33%-62.6pp | 68.32%-51.5pp | 373.84%-357.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,767 | $8,102-53.5% | $7,760-51.5% | $6,713-43.9% |
| Admin fee / account holder | $7,003 | $12,406-43.6% | $10,767-35.0% | $11,407-38.6% |