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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 | $38,651 | $157,304-75.4% | $141,197-72.6% | $152,909-74.7% |
| Participation rate | 52.2% | 84.8%-32.7pp | 82.5%-30.3pp | 82.5%-30.3pp |
| Annual return | 17.16% | 64.34%-47.2pp | 71.41%-54.2pp | 345.46%-328.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,446 | $7,111-23.4% | $6,710-18.8% | $5,851-6.9% |
| Admin fee / account holder | $365 | $12,126-97.0% | $10,265-96.4% | $11,601-96.9% |