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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 | $46,988 | $154,228-69.5% | $145,433-67.7% | $137,256-65.8% |
| Participation rate | 35.0% | 83.8%-48.8pp | 82.1%-47.1pp | 80.0%-45.0pp |
| Annual return | 19.26% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,205 | $8,216-61.0% | $7,897-59.4% | $6,407-50.0% |
| Admin fee / account holder | $2,787 | $14,344-80.6% | $13,129-78.8% | $12,270-77.3% |