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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 | $29,027 | $107,666-73.0% | $102,184-71.6% | $154,746-81.2% |
| Participation rate | 69.2% | 83.7%-14.5pp | 82.6%-13.4pp | 80.7%-11.5pp |
| Annual return | 29.36% | 29.33%0pp | 31.58%-2.2pp | 172.34%-143.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,783 | $8,719+46.6% | $8,309+53.8% | $6,730+89.9% |
| Admin fee / account holder | $3,507 | $12,943-72.9% | $11,609-69.8% | $14,365-75.6% |