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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 | $24,895 | $162,136-84.6% | $152,301-83.7% | $154,746-83.9% |
| Participation rate | 26.3% | 84.1%-57.8pp | 82.4%-56.1pp | 80.7%-54.4pp |
| Annual return | 20.18% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,853 | $8,341-65.8% | $8,004-64.4% | $6,730-57.6% |
| Admin fee / account holder | $2,188 | $15,759-86.1% | $14,398-84.8% | $14,365-84.8% |