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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 | $30,926 | $138,076-77.6% | $123,553-75.0% | $135,380-77.2% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | 2.22% | 153.70%-151.5pp | 119.21%-117.0pp | 519.81%-517.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,718 | $6,800-15.9% | $6,426-11.0% | $5,609+1.9% |
| Admin fee / account holder | $6,645 | $10,917-39.1% | $9,284-28.4% | $10,828-38.6% |