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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 | $156,398-82.3% | $147,318-81.2% | $138,895-80.0% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 79.9%-11.7pp |
| Annual return | 20.97% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,633 | $8,237-43.8% | $7,906-41.4% | $6,396-27.6% |
| Admin fee / account holder | $673 | $14,976-95.5% | $13,708-95.1% | $12,562-94.6% |