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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 | $16,101 | $155,555-89.6% | $146,866-89.0% | $155,188-89.6% |
| Participation rate | 45.8% | 84.0%-38.1pp | 82.5%-36.7pp | 80.8%-35.0pp |
| Annual return | 19.94% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,188 | $8,044-60.4% | $7,759-58.9% | $6,531-51.2% |
| Admin fee / account holder | $1,051 | $14,755-92.9% | $13,620-92.3% | $14,480-92.7% |