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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 | $40,979 | $157,276-73.9% | $141,177-71.0% | $152,885-73.2% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 18.05% | 64.33%-46.3pp | 71.40%-53.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,505 | $7,110+19.6% | $6,710+26.8% | $5,851+45.4% |
| Admin fee / account holder | $1,240 | $12,123-89.8% | $10,263-87.9% | $11,598-89.3% |