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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 | $32,526 | $114,119-71.5% | $107,187-69.7% | $138,895-76.6% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 79.9%-25.8pp |
| Annual return | 13.69% | 273.21%-259.5pp | 204.55%-190.9pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,673 | $5,538-51.7% | $5,096-47.6% | $6,396-58.2% |
| Admin fee / account holder | $5,754 | $10,024-42.6% | $9,162-37.2% | $12,562-54.2% |