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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 | $39,955 | $155,555-74.3% | $146,866-72.8% | $155,188-74.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.58% | 115.41%-97.8pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $20,308 | $8,044+152.4% | $7,759+161.7% | $6,531+210.9% |
| Admin fee / account holder | $7,681 | $14,755-47.9% | $13,620-43.6% | $14,480-47.0% |