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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 | $26,970 | $160,040-83.1% | $147,096-81.7% | $145,877-81.5% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 17.45% | 98.49%-81.0pp | 419.75%-402.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,009 | $8,429-16.8% | $8,071-13.2% | $6,691+4.8% |
| Admin fee / account holder | $12,256 | $15,050-18.6% | $13,005-5.8% | $13,402-8.6% |