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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 | $43,972 | $202,460-78.3% | $169,385-74.0% | $139,456-68.5% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 17.90% | 532.07%-514.2pp | 405.82%-387.9pp | 373.45%-355.5pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,528 | $6,938-49.1% | $6,221-43.3% | $6,711-47.4% |
| Admin fee / account holder | $1,014 | $10,719-90.5% | $9,011-88.8% | $11,407-91.1% |