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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 | $33,148 | $156,398-78.8% | $147,318-77.5% | $138,895-76.1% |
| Participation rate | 47.6% | 83.8%-36.1pp | 82.1%-34.4pp | 79.9%-32.3pp |
| Annual return | 20.07% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,181 | $8,237-37.1% | $7,906-34.5% | $6,396-19.0% |
| Admin fee / account holder | $3,865 | $14,976-74.2% | $13,708-71.8% | $12,562-69.2% |