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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 | $21,618 | $174,379-87.6% | $152,093-85.8% | $138,895-84.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.09% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,617 | $6,159-25.0% | $5,451-15.3% | $6,396-27.8% |
| Admin fee / account holder | $3,693 | $16,880-78.1% | $14,497-74.5% | $12,562-70.6% |