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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 | $10,266 | $114,119-91.0% | $107,187-90.4% | $138,895-92.6% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.7pp | 79.9%-15.6pp |
| Annual return | 26.45% | 273.21%-246.8pp | 204.55%-178.1pp | 145.39%-118.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,527 | $5,538-36.3% | $5,096-30.8% | $6,396-44.9% |
| Admin fee / account holder | $997 | $10,024-90.1% | $9,162-89.1% | $12,562-92.1% |