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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 | $26,025 | $135,956-80.9% | $123,894-79.0% | $273,972-90.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 23.30% | 56.63%-33.3pp | 47.52%-24.2pp | 41.46%-18.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,979 | $6,343-68.8% | $5,984-66.9% | $5,287-62.6% |
| Admin fee / account holder | $453 | $9,817-95.4% | $8,357-94.6% | $10,133-95.5% |