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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 | $32,722 | $166,242-80.3% | $165,071-80.2% | $145,884-77.6% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 9.51% | 100.44%-90.9pp | 70.17%-60.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,769 | $6,964+11.6% | $6,035+28.7% | $6,690+16.1% |
| Admin fee / account holder | $4,089 | $16,658-75.5% | $12,695-67.8% | $13,392-69.5% |