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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 | $19,817 | $155,555-87.3% | $146,866-86.5% | $155,188-87.2% |
| Participation rate | 64.7% | 84.0%-19.2pp | 82.5%-17.8pp | 80.8%-16.1pp |
| Annual return | 125.95% | 115.41%+10.5pp | 102.85%+23.1pp | 148.84%-22.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,725 | $8,044+33.3% | $7,759+38.2% | $6,531+64.2% |
| Admin fee / account holder | $2,685 | $14,755-81.8% | $13,620-80.3% | $14,480-81.5% |