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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 | $42,388 | $127,387-66.7% | $115,038-63.2% | $125,389-66.2% |
| Participation rate | 45.8% | 84.2%-38.3pp | 81.4%-35.5pp | 83.2%-37.4pp |
| Annual return | 0.77% | 31.28%-30.5pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $533 | $5,166-89.7% | $4,608-88.4% | $4,866-89.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,335 | $9,516-86.0% | $8,175-83.7% | $9,541-86.0% |