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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 | $28,466 | $176,402-83.9% | $134,162-78.8% | $158,982-82.1% |
| Participation rate | 42.9% | 78.7%-35.9pp | 72.2%-29.3pp | 82.0%-39.1pp |
| Annual return | 7.46% | 63.66%-56.2pp | 36.35%-28.9pp | 302.99%-295.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $886 | $4,093-78.4% | $3,500-74.7% | $5,983-85.2% |
| Admin fee / account holder | $2,150 | $8,719-75.3% | $6,685-67.8% | $11,252-80.9% |