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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 | $40,527 | $165,939-75.6% | $122,354-66.9% | $147,586-72.5% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 19.69% | 34.56%-14.9pp | 30.28%-10.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,200 | $4,005+79.8% | $3,287+119.0% | $5,439+32.4% |
| Admin fee / account holder | $347 | $7,425-95.3% | $5,479-93.7% | $10,886-96.8% |