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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 | $30,963 | $202,463-84.7% | $169,397-81.7% | $139,487-77.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 18.49% | 532.64%-514.2pp | 406.23%-387.7pp | 373.84%-355.4pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,477 | $6,941-78.7% | $6,223-76.3% | $6,713-78.0% |
| Admin fee / account holder | $1,047 | $10,726-90.2% | $9,017-88.4% | $11,407-90.8% |