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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 | $31,160 | $183,516-83.0% | $155,534-80.0% | $145,884-78.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 20.04% | 61.43%-41.4pp | 64.92%-44.9pp | 551.85%-531.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,970 | $6,467+23.2% | $5,630+41.6% | $6,690+19.1% |
| Admin fee / account holder | $323 | $19,293-98.3% | $15,900-98.0% | $13,392-97.6% |