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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 | $33,837 | $209,336-83.8% | $197,124-82.8% | $137,256-75.3% |
| Participation rate | 58.8% | 87.3%-28.5pp | 86.7%-27.9pp | 80.0%-21.1pp |
| Annual return | 16.29% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,264 | $9,614-34.8% | $9,135-31.4% | $6,407-2.2% |
| Admin fee / account holder | $10,893 | $17,308-37.1% | $16,298-33.2% | $12,270-11.2% |