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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 | $28,082 | $160,028-82.5% | $147,080-80.9% | $145,884-80.8% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 14.57% | 98.60%-84.0pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,520 | $8,422+1.2% | $8,066+5.6% | $6,690+27.4% |
| Admin fee / account holder | $34,666 | $15,030+130.6% | $12,989+166.9% | $13,392+158.9% |