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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 | $49,212 | $225,673-78.2% | $203,872-75.9% | $155,188-68.3% |
| Participation rate | 27.3% | 80.3%-53.0pp | 77.8%-50.5pp | 80.8%-53.5pp |
| Annual return | 14.45% | 95.91%-81.5pp | 85.11%-70.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,701 | $6,893-75.3% | $6,388-73.4% | $6,531-74.0% |
| Admin fee / account holder | $1,182 | $12,327-90.4% | $11,730-89.9% | $14,480-91.8% |