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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 | $33,077 | $176,402-81.2% | $134,162-75.3% | $158,982-79.2% |
| Participation rate | 20.0% | 78.7%-58.7pp | 72.2%-52.2pp | 82.0%-62.0pp |
| Annual return | 4.53% | 63.66%-59.1pp | 36.35%-31.8pp | 302.99%-298.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $350 | $4,093-91.4% | $3,500-90.0% | $5,983-94.1% |
| Admin fee / account holder | $979 | $8,719-88.8% | $6,685-85.4% | $11,252-91.3% |