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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 | $211,288-81.0% | $178,540-77.5% | $145,884-72.5% |
| Participation rate | 7.1% | 80.8%-73.7pp | 77.1%-70.0pp | 80.3%-73.2pp |
| Annual return | 21.35% | 30.27%-8.9pp | 27.15%-5.8pp | 551.85%-530.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,643 | $6,967-76.4% | $6,281-73.8% | $6,690-75.4% |
| Admin fee / account holder | $507 | $12,105-95.8% | $10,424-95.1% | $13,392-96.2% |