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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 | $42,644 | $176,794-75.9% | $146,647-70.9% | $167,553-74.5% |
| Participation rate | 29.4% | 83.6%-54.2pp | 80.1%-50.7pp | 82.1%-52.7pp |
| Annual return | 20.50% | 24.04%-3.5pp | 22.75%-2.2pp | 478.89%-458.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,900 | $6,440-8.4% | $5,506+7.2% | $6,343-7.0% |
| Admin fee / account holder | $570 | $13,262-95.7% | $10,281-94.5% | $12,316-95.4% |