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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 | $28,644 | $202,460-85.9% | $169,385-83.1% | $139,456-79.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 14.69% | 532.07%-517.4pp | 405.82%-391.1pp | 373.45%-358.8pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,414 | $6,938-65.2% | $6,221-61.2% | $6,711-64.0% |
| Admin fee / account holder | $1,414 | $10,719-86.8% | $9,011-84.3% | $11,407-87.6% |