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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 | $35,569 | $148,629-76.1% | $135,982-73.8% | $139,487-74.5% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 26.56% | 79.33%-52.8pp | 68.32%-41.8pp | 373.84%-347.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,341 | $8,102-46.4% | $7,760-44.1% | $6,713-35.3% |
| Admin fee / account holder | $327 | $12,406-97.4% | $10,767-97.0% | $11,407-97.1% |