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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 | $26,970 | $148,623-81.9% | $135,974-80.2% | $139,466-80.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 14.92% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,963 | $8,103-63.4% | $7,760-61.8% | $6,712-55.9% |
| Admin fee / account holder | $504 | $12,406-95.9% | $10,767-95.3% | $11,409-95.6% |