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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 | $34,995 | $183,592-80.9% | $155,567-77.5% | $145,959-76.0% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 14.97% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,667 | $6,464-58.7% | $5,628-52.6% | $6,689-60.1% |
| Admin fee / account holder | $325 | $19,318-98.3% | $15,916-98.0% | $13,398-97.6% |