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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 | $165,399-67.6% | $149,745-64.2% | $158,982-66.3% |
| Participation rate | 52.2% | 84.6%-32.4pp | 82.5%-30.3pp | 82.0%-29.8pp |
| Annual return | 15.65% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,966 | $7,183-3.0% | $6,843+1.8% | $5,983+16.4% |
| Admin fee / account holder | $562 | $10,811-94.8% | $9,312-94.0% | $11,252-95.0% |