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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 | $45,598 | $172,111-73.5% | $150,298-69.7% | $137,256-66.8% |
| Participation rate | 23.8% | 81.7%-57.9pp | 77.8%-54.0pp | 80.0%-56.2pp |
| Annual return | 18.80% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,507 | $6,166-59.3% | $5,453-54.0% | $6,407-60.9% |
| Admin fee / account holder | $741 | $16,471-95.5% | $14,116-94.7% | $12,270-94.0% |