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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 | $37,105 | $196,972-81.2% | $182,262-79.6% | $198,609-81.3% |
| Participation rate | 47.4% | 85.7%-38.3pp | 84.2%-36.8pp | 82.4%-35.0pp |
| Annual return | 12.96% | 158.27%-145.3pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,982 | $8,643-53.9% | $8,276-51.9% | $6,977-42.9% |
| Admin fee / account holder | $18,633 | $18,429+1.1% | $16,712+11.5% | $19,030-2.1% |