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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 | $39,221 | $157,304-75.1% | $141,197-72.2% | $152,909-74.4% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 16.37% | 64.34%-48.0pp | 71.41%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,774 | $7,111-32.9% | $6,710-28.9% | $5,851-18.4% |
| Admin fee / account holder | $12,990 | $12,126+7.1% | $10,265+26.6% | $11,601+12.0% |