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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 | $49,178 | $171,930-71.4% | $151,266-67.5% | $154,746-68.2% |
| Participation rate | 42.9% | 80.5%-37.7pp | 77.0%-34.1pp | 80.7%-37.8pp |
| Annual return | 9.71% | 242.03%-232.3pp | 180.60%-170.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,189 | $8,191-48.9% | $7,337-42.9% | $6,730-37.8% |
| Admin fee / account holder | $351 | $15,803-97.8% | $13,159-97.3% | $14,365-97.6% |