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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 | $41,935 | $201,259-79.2% | $184,200-77.2% | $145,959-71.3% |
| Participation rate | 46.2% | 87.5%-41.3pp | 86.8%-40.7pp | 80.3%-34.1pp |
| Annual return | 15.07% | 28.98%-13.9pp | 28.80%-13.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,510 | $9,806-33.6% | $9,132-28.7% | $6,689-2.7% |
| Admin fee / account holder | $3,250 | $16,372-80.2% | $13,907-76.6% | $13,398-75.7% |