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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 | $202,440-87.9% | $169,390-85.6% | $139,466-82.5% |
| Participation rate | 57.1% | 81.1%-24.0pp | 77.2%-20.0pp | 80.3%-23.2pp |
| Annual return | 18.42% | 532.36%-513.9pp | 406.07%-387.6pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,100 | $6,940-26.5% | $6,222-18.0% | $6,712-24.0% |
| Admin fee / account holder | $413 | $10,722-96.1% | $9,015-95.4% | $11,409-96.4% |