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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 | $27,235 | $202,440-86.5% | $169,390-83.9% | $139,466-80.5% |
| Participation rate | 30.8% | 81.1%-50.3pp | 77.2%-46.4pp | 80.3%-49.6pp |
| Annual return | 14.30% | 532.36%-518.1pp | 406.07%-391.8pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,292 | $6,940-81.4% | $6,222-79.2% | $6,712-80.7% |
| Admin fee / account holder | $381 | $10,722-96.4% | $9,015-95.8% | $11,409-96.7% |