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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 | $56,009 | $165,381-66.1% | $149,730-62.6% | $158,966-64.8% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 19.37% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,900 | $7,182-45.7% | $6,843-43.0% | $5,983-34.8% |
| Admin fee / account holder | $1,206 | $10,809-88.8% | $9,310-87.0% | $11,250-89.3% |