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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 | $41,193 | $157,304-73.8% | $141,197-70.8% | $152,909-73.1% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 19.52% | 64.34%-44.8pp | 71.41%-51.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,518 | $7,111-22.4% | $6,710-17.8% | $5,851-5.7% |
| Admin fee / account holder | $12,528 | $12,126+3.3% | $10,265+22.0% | $11,601+8.0% |