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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 | $22,468 | $165,381-86.4% | $149,730-85.0% | $158,966-85.9% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 9.91% | 348.29%-338.4pp | 276.70%-266.8pp | 302.95%-293.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,831 | $7,182-60.6% | $6,843-58.6% | $5,983-52.7% |
| Admin fee / account holder | $9,263 | $10,809-14.3% | $9,310-0.5% | $11,250-17.7% |