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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 | $24,434 | $202,460-87.9% | $169,385-85.6% | $139,456-82.5% |
| Participation rate | 57.1% | 81.1%-23.9pp | 77.2%-20.0pp | 80.3%-23.2pp |
| Annual return | 18.42% | 532.07%-513.6pp | 405.82%-387.4pp | 373.45%-355.0pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,100 | $6,938-26.5% | $6,221-18.0% | $6,711-24.0% |
| Admin fee / account holder | $413 | $10,719-96.1% | $9,011-95.4% | $11,407-96.4% |