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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 | $154,228-89.0% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 41.55% | 74.59%-33.0pp | 66.58%-25.0pp | 220.34%-178.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,714 | $8,216+30.4% | $7,897+35.7% | $6,407+67.2% |
| Admin fee / account holder | $9,570 | $14,344-33.3% | $13,129-27.1% | $12,270-22.0% |