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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 | $27,977 | $202,440-86.2% | $169,390-83.5% | $139,466-79.9% |
| Participation rate | 54.5% | 81.1%-26.6pp | 77.2%-22.6pp | 80.3%-25.8pp |
| Annual return | 16.27% | 532.36%-516.1pp | 406.07%-389.8pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,896 | $6,940-58.3% | $6,222-53.5% | $6,712-56.9% |
| Admin fee / account holder | $2,675 | $10,722-75.1% | $9,015-70.3% | $11,409-76.6% |