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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 | $45,444 | $212,386-78.6% | $199,883-77.3% | $138,895-67.3% |
| Participation rate | 58.8% | 87.4%-28.5pp | 86.8%-27.9pp | 79.9%-21.1pp |
| Annual return | 18.63% | 47.75%-29.1pp | 43.81%-25.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,761 | $9,617+43.1% | $9,138+50.6% | $6,396+115.1% |
| Admin fee / account holder | $8,467 | $18,233-53.6% | $17,268-51.0% | $12,562-32.6% |