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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 | $27,389 | $210,698-87.0% | $178,014-84.6% | $145,959-81.2% |
| Participation rate | 35.3% | 80.8%-45.5pp | 77.1%-41.8pp | 80.3%-45.0pp |
| Annual return | 15.80% | 386.27%-370.5pp | 294.80%-279.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,494 | $6,958-78.5% | $6,276-76.2% | $6,689-77.7% |
| Admin fee / account holder | $412 | $12,016-96.6% | $10,362-96.0% | $13,398-96.9% |