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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 | $46,386 | $183,592-74.7% | $155,567-70.2% | $145,959-68.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.77% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,685 | $6,464-58.5% | $5,628-52.3% | $6,689-59.9% |
| Admin fee / account holder | $4,396 | $19,318-77.2% | $15,916-72.4% | $13,398-67.2% |