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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 | $28,672 | $127,387-77.5% | $115,038-75.1% | $125,389-77.1% |
| Participation rate | 47.1% | 84.2%-37.1pp | 81.4%-34.3pp | 83.2%-36.1pp |
| Annual return | 0.32% | 31.28%-31.0pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,126 | $6,423-66.9% | $6,026-64.7% | $5,352-60.3% |
| Admin fee / account holder | $502 | $9,516-94.7% | $8,175-93.9% | $9,541-94.7% |