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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 | $53,586 | $165,351-67.6% | $149,710-64.2% | $158,931-66.3% |
| Participation rate | 52.2% | 84.6%-32.4pp | 82.5%-30.3pp | 82.0%-29.8pp |
| Annual return | 15.65% | 348.19%-332.5pp | 276.63%-261.0pp | 302.86%-287.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,966 | $7,181-3.0% | $6,842+1.8% | $5,982+16.4% |
| Admin fee / account holder | $562 | $10,807-94.8% | $9,309-94.0% | $11,247-95.0% |