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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 | $33,644 | $183,592-81.7% | $155,574-78.4% | $145,877-76.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 24.82% | 61.37%-36.6pp | 64.87%-40.0pp | 551.28%-526.5pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,889 | $6,466-39.8% | $5,629-30.9% | $6,691-41.9% |
| Admin fee / account holder | $4,062 | $19,316-79.0% | $15,914-74.5% | $13,402-69.7% |