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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 | $39,463 | $175,259-77.5% | $149,723-73.6% | $139,487-71.7% |
| Participation rate | 35.7% | 83.4%-47.7pp | 78.8%-43.1pp | 80.3%-44.6pp |
| Annual return | 18.54% | 166.82%-148.3pp | 134.50%-116.0pp | 373.84%-355.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,129 | $6,522-67.3% | $5,682-62.5% | $6,713-68.3% |
| Admin fee / account holder | $3,749 | $16,158-76.8% | $13,215-71.6% | $11,407-67.1% |