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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 | $45,837 | $157,296-70.9% | $141,191-67.5% | $152,897-70.0% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 24.12% | 64.34%-40.2pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,597 | $7,111+35.0% | $6,710+43.0% | $5,851+64.0% |
| Admin fee / account holder | $3,766 | $12,125-68.9% | $10,264-63.3% | $11,599-67.5% |