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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 | $41,037 | $227,597-82.0% | $189,575-78.4% | $167,536-75.5% |
| Participation rate | 58.3% | 82.5%-24.2pp | 78.4%-20.1pp | 82.1%-23.8pp |
| Annual return | 12.28% | 78.44%-66.2pp | 64.19%-51.9pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,147 | $7,002-69.3% | $6,174-65.2% | $6,342-66.2% |
| Admin fee / account holder | $1,712 | $11,877-85.6% | $9,806-82.5% | $12,315-86.1% |