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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 | $43,236 | $213,785-79.8% | $185,441-76.7% | $155,188-72.1% |
| Participation rate | 33.3% | 83.2%-49.9pp | 80.3%-46.9pp | 80.8%-47.5pp |
| Annual return | 16.74% | 19.97%-3.2pp | 20.16%-3.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,709 | $6,864-31.4% | $6,152-23.5% | $6,531-27.9% |
| Admin fee / account holder | $648 | $21,134-96.9% | $17,890-96.4% | $14,480-95.5% |