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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 | $49,846 | $185,312-73.1% | $161,489-69.1% | $154,746-67.8% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 14.64% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,942 | $6,350-53.7% | $5,630-47.7% | $6,730-56.3% |
| Admin fee / account holder | $427 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |