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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 | $37,864 | $217,427-82.6% | $185,837-79.6% | $167,518-77.4% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 9.08% | 148.39%-139.3pp | 122.08%-113.0pp | 478.71%-469.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,398 | $6,357+0.6% | $5,568+14.9% | $6,342+0.9% |
| Admin fee / account holder | $78,725 | $19,816+297.3% | $16,241+384.7% | $12,312+539.4% |