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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 | $158,393-84.3% | $143,412-82.7% | $155,188-84.0% |
| Participation rate | 33.3% | 79.7%-46.4pp | 78.5%-45.1pp | 80.8%-47.5pp |
| Annual return | 20.42% | 324.22%-303.8pp | 256.99%-236.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,714 | $7,193-34.5% | $6,816-30.8% | $6,531-27.8% |
| Admin fee / account holder | $2,853 | $12,964-78.0% | $11,396-75.0% | $14,480-80.3% |