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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 | $31,710 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 80.0%-27.6pp |
| Annual return | 17.95% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,664 | $8,216-67.6% | $7,897-66.3% | $6,407-58.4% |
| Admin fee / account holder | $467 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |