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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 | $27,830 | $148,582-81.3% | $135,942-79.5% | $139,456-80.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 14.84% | 79.26%-64.4pp | 68.28%-53.4pp | 373.45%-358.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,314 | $8,101-22.1% | $7,759-18.6% | $6,711-5.9% |
| Admin fee / account holder | $15,984 | $12,402+28.9% | $10,764+48.5% | $11,407+40.1% |