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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 | $44,234 | $162,136-72.7% | $152,301-71.0% | $154,746-71.4% |
| Participation rate | 35.3% | 84.1%-48.8pp | 82.4%-47.2pp | 80.7%-45.4pp |
| Annual return | 13.27% | 91.02%-77.8pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,832 | $8,341-54.1% | $8,004-52.1% | $6,730-43.1% |
| Admin fee / account holder | $24,786 | $15,759+57.3% | $14,398+72.1% | $14,365+72.5% |