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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 | $23,251 | $162,136-85.7% | $152,301-84.7% | $154,746-85.0% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 32.03% | 91.02%-59.0pp | 80.50%-48.5pp | 172.34%-140.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,147 | $8,341-38.3% | $8,004-35.7% | $6,730-23.5% |
| Admin fee / account holder | $2,169 | $15,759-86.2% | $14,398-84.9% | $14,365-84.9% |