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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 | $17,726 | $148,629-88.1% | $135,982-87.0% | $139,487-87.3% |
| Participation rate | 47.8% | 83.9%-36.0pp | 81.9%-34.1pp | 80.3%-32.5pp |
| Annual return | 30.08% | 79.33%-49.2pp | 68.32%-38.2pp | 373.84%-343.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,946 | $8,102-26.6% | $7,760-23.4% | $6,713-11.4% |
| Admin fee / account holder | $816 | $12,406-93.4% | $10,767-92.4% | $11,407-92.8% |