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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 | $25,687 | $162,136-84.2% | $152,301-83.1% | $154,746-83.4% |
| Participation rate | 26.3% | 84.1%-57.8pp | 82.4%-56.1pp | 80.7%-54.4pp |
| Annual return | 13.10% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,498 | $8,341-46.1% | $8,004-43.8% | $6,730-33.2% |
| Admin fee / account holder | $36,095 | $15,759+129.0% | $14,398+150.7% | $14,365+151.3% |