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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 | $156,398-87.3% | $147,318-86.5% | $138,895-85.7% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 79.9%-15.2pp |
| Annual return | 125.95% | 78.75%+47.2pp | 70.43%+55.5pp | 145.39%-19.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,725 | $8,237+30.2% | $7,906+35.7% | $6,396+67.7% |
| Admin fee / account holder | $2,685 | $14,976-82.1% | $13,708-80.4% | $12,562-78.6% |