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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 | $32,965 | $165,399-80.1% | $149,745-78.0% | $158,982-79.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 24.22% | 348.34%-324.1pp | 276.72%-252.5pp | 302.99%-278.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,039 | $7,183+25.8% | $6,843+32.1% | $5,983+51.1% |
| Admin fee / account holder | $2,147 | $10,811-80.1% | $9,312-76.9% | $11,252-80.9% |