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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 | $28,562 | $183,516-84.4% | $155,534-81.6% | $145,884-80.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.90% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,404 | $6,467-47.4% | $5,630-39.5% | $6,690-49.1% |
| Admin fee / account holder | $1,419 | $19,293-92.6% | $15,900-91.1% | $13,392-89.4% |