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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 | $18,483 | $185,312-90.0% | $161,489-88.6% | $154,746-88.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 22.30% | 103.84%-81.5pp | 89.72%-67.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $467 | $4,769-90.2% | $4,268-89.1% | $4,379-89.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,305 | $18,654-82.3% | $16,006-79.4% | $14,365-77.0% |