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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 | $33,227 | $198,461-83.3% | $170,436-80.5% | $147,585-77.5% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 17.80% | 257.30%-239.5pp | 205.94%-188.1pp | 578.57%-560.8pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,461 | $5,629-56.3% | $4,939-50.2% | $5,439-54.8% |
| Admin fee / account holder | $391 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |