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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 | $27,416 | $182,442-85.0% | $163,379-83.2% | $138,895-80.3% |
| Participation rate | 17.6% | 79.8%-62.1pp | 76.8%-59.2pp | 79.9%-62.3pp |
| Annual return | 13.60% | 72.74%-59.1pp | 63.41%-49.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,232 | $6,817-81.9% | $6,282-80.4% | $6,396-80.7% |
| Admin fee / account holder | $619 | $10,396-94.0% | $9,818-93.7% | $12,562-95.1% |