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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 | $21,438 | $138,102-84.5% | $125,381-82.9% | $134,532-84.1% |
| Participation rate | 31.8% | 84.5%-52.7pp | 82.4%-50.6pp | 81.2%-49.4pp |
| Annual return | 29.51% | 750.73%-721.2pp | 572.31%-542.8pp | 418.27%-388.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,838 | $7,801-25.2% | $7,448-21.6% | $6,401-8.8% |
| Admin fee / account holder | $5,776 | $11,568-50.1% | $10,007-42.3% | $11,429-49.5% |