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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 | $43,739 | $185,312-76.4% | $161,489-72.9% | $154,746-71.7% |
| Participation rate | 35.3% | 82.5%-47.2pp | 78.7%-43.4pp | 80.7%-45.4pp |
| Annual return | 14.34% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,782 | $6,350-24.7% | $5,630-15.1% | $6,730-28.9% |
| Admin fee / account holder | $1,270 | $18,654-93.2% | $16,006-92.1% | $14,365-91.2% |