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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 | $27,734 | $162,136-82.9% | $152,301-81.8% | $154,746-82.1% |
| Participation rate | 68.2% | 84.1%-15.9pp | 82.4%-14.3pp | 80.7%-12.5pp |
| Annual return | 20.97% | 91.02%-70.1pp | 80.50%-59.5pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,633 | $8,341-44.4% | $8,004-42.1% | $6,730-31.2% |
| Admin fee / account holder | $673 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |