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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 | $21,112 | $155,555-86.4% | $146,866-85.6% | $155,188-86.4% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.5%-12.9pp | 80.8%-11.2pp |
| Annual return | 16.74% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,622 | $8,044+32.1% | $7,759+36.9% | $6,531+62.6% |
| Admin fee / account holder | $5,791 | $14,755-60.8% | $13,620-57.5% | $14,480-60.0% |