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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 | $46,948 | $211,239-77.8% | $178,528-73.7% | $145,877-67.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.35% | 30.22%-16.9pp | 27.11%-13.8pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,509 | $6,963-35.2% | $6,278-28.2% | $6,691-32.6% |
| Admin fee / account holder | $433 | $12,095-96.4% | $10,419-95.8% | $13,402-96.8% |