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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 | $39,634 | $160,040-75.2% | $147,096-73.1% | $145,877-72.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 26.77% | 98.49%-71.7pp | 419.75%-393.0pp | 551.28%-524.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,571 | $8,429-22.0% | $8,071-18.6% | $6,691-1.8% |
| Admin fee / account holder | $983 | $15,050-93.5% | $13,005-92.4% | $13,402-92.7% |