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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 | $41,737 | $156,398-73.3% | $147,318-71.7% | $138,895-70.0% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 20.65% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,618 | $8,237-43.9% | $7,906-41.6% | $6,396-27.8% |
| Admin fee / account holder | $13,282 | $14,976-11.3% | $13,708-3.1% | $12,562+5.7% |