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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 | $32,623 | $211,239-84.6% | $178,528-81.7% | $145,877-77.6% |
| Participation rate | 59.1% | 80.8%-21.7pp | 77.1%-18.0pp | 80.3%-21.2pp |
| Annual return | 11.35% | 30.22%-18.9pp | 27.11%-15.8pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,137 | $6,963-26.2% | $6,278-18.2% | $6,691-23.2% |
| Admin fee / account holder | $9,517 | $12,095-21.3% | $10,419-8.7% | $13,402-29.0% |