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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 | $26,357 | $165,939-84.1% | $122,354-78.5% | $147,586-82.1% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 18.52% | 34.56%-16.0pp | 30.28%-11.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,602 | $4,005+14.9% | $3,287+40.0% | $5,439-15.4% |
| Admin fee / account holder | $1,584 | $7,425-78.7% | $5,479-71.1% | $10,886-85.5% |