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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 | $25,952 | $228,352-88.6% | $185,827-86.0% | $158,950-83.7% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 16.55% | 40.81%-24.3pp | 35.96%-19.4pp | 302.91%-286.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,074 | $6,416-36.5% | $5,633-27.7% | $5,983-31.9% |
| Admin fee / account holder | $2,144 | $11,867-81.9% | $9,502-77.4% | $11,248-80.9% |