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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 | $41,297 | $178,174-76.8% | $156,181-73.6% | $137,256-69.9% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.8%-35.1pp | 80.0%-36.2pp |
| Annual return | 14.63% | 84.19%-69.6pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,060 | $6,888-70.1% | $6,132-66.4% | $6,407-67.9% |
| Admin fee / account holder | $572 | $17,404-96.7% | $14,586-96.1% | $12,270-95.3% |