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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 | $43,832 | $165,361-73.5% | $149,715-70.7% | $158,950-72.4% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 18.14% | 348.24%-330.1pp | 276.66%-258.5pp | 302.91%-284.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,190 | $7,182-27.7% | $6,842-24.1% | $5,983-13.3% |
| Admin fee / account holder | $852 | $10,808-92.1% | $9,310-90.8% | $11,248-92.4% |