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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 | $30,133 | $183,539-83.6% | $155,556-80.6% | $145,897-79.3% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 13.84% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,116 | $6,467-51.8% | $5,631-44.7% | $6,689-53.4% |
| Admin fee / account holder | $401 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |