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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 | $49,761 | $159,978-68.9% | $147,041-66.2% | $145,978-65.9% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 10.29% | 98.36%-88.1pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,941 | $8,429-5.8% | $8,071-1.6% | $6,690+18.7% |
| Admin fee / account holder | $3,365 | $15,053-77.6% | $13,006-74.1% | $13,400-74.9% |