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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 | $35,359 | $148,623-76.2% | $135,974-74.0% | $139,466-74.6% |
| Participation rate | 45.8% | 83.9%-38.0pp | 81.9%-36.1pp | 80.3%-34.5pp |
| Annual return | 17.47% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,260 | $8,103-22.7% | $7,760-19.3% | $6,712-6.7% |
| Admin fee / account holder | $489 | $12,406-96.1% | $10,767-95.5% | $11,409-95.7% |