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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 | $26,200 | $148,623-82.4% | $135,974-80.7% | $139,466-81.2% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 22.62% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,109 | $8,103-12.3% | $7,760-8.4% | $6,712+5.9% |
| Admin fee / account holder | $5,103 | $12,406-58.9% | $10,767-52.6% | $11,409-55.3% |