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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 | $24,941 | $148,629-83.2% | $135,982-81.7% | $139,487-82.1% |
| Participation rate | 18.8% | 83.9%-65.1pp | 81.9%-63.2pp | 80.3%-61.6pp |
| Annual return | 24.68% | 79.33%-54.7pp | 68.32%-43.6pp | 373.84%-349.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,895 | $8,102-51.9% | $7,760-49.8% | $6,713-42.0% |
| Admin fee / account holder | $1,679 | $12,406-86.5% | $10,767-84.4% | $11,407-85.3% |