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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 | $162,136-86.1% | $152,301-85.2% | $154,746-85.4% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 19.11% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,712 | $8,341-67.5% | $8,004-66.1% | $6,730-59.7% |
| Admin fee / account holder | $426 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |