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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 | $39,746 | $196,972-79.8% | $182,262-78.2% | $198,609-80.0% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 12.87% | 158.27%-145.4pp | 140.60%-127.7pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,264 | $8,643-50.7% | $8,276-48.5% | $6,977-38.9% |
| Admin fee / account holder | $13,786 | $18,429-25.2% | $16,712-17.5% | $19,030-27.6% |