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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 | $15,624 | $202,440-92.3% | $169,390-90.8% | $139,466-88.8% |
| Participation rate | 19.0% | 81.1%-62.1pp | 77.2%-58.1pp | 80.3%-61.3pp |
| Annual return | 19.12% | 532.36%-513.2pp | 406.07%-387.0pp | 373.66%-354.5pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,422 | $6,940-79.5% | $6,222-77.1% | $6,712-78.8% |
| Admin fee / account holder | $1,807 | $10,722-83.2% | $9,015-80.0% | $11,409-84.2% |