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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 | $30,081 | $183,627-83.6% | $155,602-80.7% | $145,978-79.4% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 9.28% | 61.32%-52.0pp | 64.81%-55.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,531 | $6,466-14.5% | $5,629-1.7% | $6,690-17.3% |
| Admin fee / account holder | $29,012 | $19,327+50.1% | $15,923+82.2% | $13,400+116.5% |