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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 | $29,585 | $155,555-81.0% | $146,866-79.9% | $155,188-80.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 19.80% | 115.41%-95.6pp | 102.85%-83.1pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $25,061 | $8,044+211.5% | $7,759+223.0% | $6,531+283.7% |
| Admin fee / account holder | $16,390 | $14,755+11.1% | $13,620+20.3% | $14,480+13.2% |