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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 | $16,972 | $156,398-89.1% | $147,318-88.5% | $138,895-87.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 41.55% | 78.75%-37.2pp | 70.43%-28.9pp | 145.39%-103.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,714 | $8,237+30.1% | $7,906+35.5% | $6,396+67.5% |
| Admin fee / account holder | $9,570 | $14,976-36.1% | $13,708-30.2% | $12,562-23.8% |