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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 | $30,146 | $166,089-81.8% | $164,928-81.7% | $145,978-79.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 16.84% | 100.26%-83.4pp | 70.08%-53.2pp | 550.52%-533.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,582 | $6,961+138.2% | $6,034+174.8% | $6,690+147.9% |
| Admin fee / account holder | $21,759 | $16,641+30.8% | $12,684+71.5% | $13,400+62.4% |