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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 | $29,712 | $156,398-81.0% | $147,318-79.8% | $138,895-78.6% |
| Participation rate | 40.9% | 83.8%-42.8pp | 82.1%-41.2pp | 79.9%-39.0pp |
| Annual return | 13.71% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,715 | $8,237-67.0% | $7,906-65.7% | $6,396-57.6% |
| Admin fee / account holder | $5,743 | $14,976-61.7% | $13,708-58.1% | $12,562-54.3% |