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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 | $29,779 | $217,427-86.3% | $185,837-84.0% | $167,518-82.2% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 14.85% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,323 | $6,357-63.5% | $5,568-58.3% | $6,342-63.4% |
| Admin fee / account holder | $1,428 | $19,816-92.8% | $16,241-91.2% | $12,312-88.4% |