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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 | $25,740 | $148,582-82.7% | $135,942-81.1% | $139,456-81.5% |
| Participation rate | 35.3% | 83.9%-48.6pp | 81.9%-46.6pp | 80.3%-45.0pp |
| Annual return | 18.56% | 79.26%-60.7pp | 68.28%-49.7pp | 373.45%-354.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,295 | $8,101-59.3% | $7,759-57.5% | $6,711-50.9% |
| Admin fee / account holder | $350 | $12,402-97.2% | $10,764-96.7% | $11,407-96.9% |