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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 | $22,995 | $185,312-87.6% | $161,489-85.8% | $154,746-85.1% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.7%-26.1pp | 80.7%-28.1pp |
| Annual return | 16.40% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,897 | $6,350-54.4% | $5,630-48.5% | $6,730-57.0% |
| Admin fee / account holder | $3,870 | $18,654-79.3% | $16,006-75.8% | $14,365-73.1% |