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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 | $23,437 | $148,582-84.2% | $135,942-82.8% | $139,456-83.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 24.63% | 79.26%-54.6pp | 68.28%-43.7pp | 373.45%-348.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,779 | $8,101-65.7% | $7,759-64.2% | $6,711-58.6% |
| Admin fee / account holder | $1,054 | $12,402-91.5% | $10,764-90.2% | $11,407-90.8% |