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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 | $40,185 | $211,224-81.0% | $178,505-77.5% | $145,897-72.5% |
| Participation rate | 7.1% | 80.8%-73.7pp | 77.1%-70.0pp | 80.3%-73.2pp |
| Annual return | 21.35% | 30.28%-8.9pp | 27.16%-5.8pp | 552.29%-530.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,643 | $6,966-76.4% | $6,280-73.8% | $6,689-75.4% |
| Admin fee / account holder | $507 | $12,109-95.8% | $10,428-95.1% | $13,390-96.2% |