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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 | $22,578 | $155,555-85.5% | $146,866-84.6% | $155,188-85.5% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.5%-37.1pp | 80.8%-35.3pp |
| Annual return | 19.11% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,712 | $8,044-66.3% | $7,759-65.1% | $6,531-58.5% |
| Admin fee / account holder | $426 | $14,755-97.1% | $13,620-96.9% | $14,480-97.1% |