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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 | $35,860 | $185,312-80.6% | $161,489-77.8% | $154,746-76.8% |
| Participation rate | 11.1% | 82.5%-71.4pp | 78.7%-67.6pp | 80.7%-69.6pp |
| Annual return | 13.40% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,611 | $6,350-58.9% | $5,630-53.6% | $6,730-61.2% |
| Admin fee / account holder | $1,198 | $18,654-93.6% | $16,006-92.5% | $14,365-91.7% |