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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 | $25,399 | $171,930-85.2% | $151,266-83.2% | $154,746-83.6% |
| Participation rate | 55.6% | 80.5%-25.0pp | 77.0%-21.4pp | 80.7%-25.1pp |
| Annual return | 18.06% | 242.03%-224.0pp | 180.60%-162.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,375 | $8,191-46.6% | $7,337-40.4% | $6,730-35.0% |
| Admin fee / account holder | $354 | $15,803-97.8% | $13,159-97.3% | $14,365-97.5% |