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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 | $32,575 | $134,817-75.8% | $123,973-73.7% | $155,188-79.0% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 13.37% | 515.49%-502.1pp | 388.13%-374.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,333 | $5,706+81.1% | $5,247+96.9% | $6,531+58.2% |
| Admin fee / account holder | $1,134 | $13,245-91.4% | $11,799-90.4% | $14,480-92.2% |