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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 | $47,400 | $155,555-69.5% | $146,866-67.7% | $155,188-69.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 16.19% | 115.41%-99.2pp | 102.85%-86.7pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,039 | $8,044-62.2% | $7,759-60.8% | $6,531-53.5% |
| Admin fee / account holder | $1,854 | $14,755-87.4% | $13,620-86.4% | $14,480-87.2% |