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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 | $33,557 | $174,379-80.8% | $152,093-77.9% | $138,895-75.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 21.34% | 74.86%-53.5pp | 66.36%-45.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,722 | $6,159+41.6% | $5,451+60.0% | $6,396+36.4% |
| Admin fee / account holder | $2,028 | $16,880-88.0% | $14,497-86.0% | $12,562-83.9% |