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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 | $24,849 | $172,758-85.6% | $149,600-83.4% | $138,895-82.1% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.8pp | 79.9%-46.6pp |
| Annual return | 20.42% | 181.17%-160.8pp | 129.59%-109.2pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,714 | $8,180-42.4% | $7,203-34.5% | $6,396-26.3% |
| Admin fee / account holder | $2,853 | $17,615-83.8% | $13,963-79.6% | $12,562-77.3% |