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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 | $158,393-69.0% | $143,412-65.7% | $155,188-68.3% |
| Participation rate | 42.9% | 79.7%-36.9pp | 78.5%-35.6pp | 80.8%-37.9pp |
| Annual return | 9.71% | 324.22%-314.5pp | 256.99%-247.3pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,189 | $7,193-41.8% | $6,816-38.5% | $6,531-35.9% |
| Admin fee / account holder | $351 | $12,964-97.3% | $11,396-96.9% | $14,480-97.6% |