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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 | $27,533 | $165,361-83.3% | $149,715-81.6% | $158,950-82.7% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 10.31% | 348.24%-337.9pp | 276.66%-266.4pp | 302.91%-292.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,562 | $7,182-50.4% | $6,842-47.9% | $5,983-40.5% |
| Admin fee / account holder | $9,853 | $10,808-8.8% | $9,310+5.8% | $11,248-12.4% |