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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 | $21,358 | $162,136-86.8% | $152,301-86.0% | $154,746-86.2% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 13.91% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,360 | $8,341+12.2% | $8,004+16.9% | $6,730+39.1% |
| Admin fee / account holder | $4,646 | $15,759-70.5% | $14,398-67.7% | $14,365-67.7% |