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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 | $26,223 | $159,978-83.6% | $147,041-82.2% | $145,978-82.0% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.2%-25.6pp | 80.3%-23.8pp |
| Annual return | 19.35% | 98.36%-79.0pp | 419.21%-399.9pp | 550.52%-531.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,953 | $8,429-53.1% | $8,071-51.0% | $6,690-40.9% |
| Admin fee / account holder | $376 | $15,053-97.5% | $13,006-97.1% | $13,400-97.2% |