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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 | $17,940 | $185,312-90.3% | $161,489-88.9% | $154,746-88.4% |
| Participation rate | 35.3% | 82.5%-47.2pp | 78.7%-43.4pp | 80.7%-45.4pp |
| Annual return | 20.98% | 103.84%-82.9pp | 89.72%-68.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,237 | $6,350-64.8% | $5,630-60.3% | $6,730-66.8% |
| Admin fee / account holder | $946 | $18,654-94.9% | $16,006-94.1% | $14,365-93.4% |