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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 | $35,081 | $226,135-84.5% | $182,558-80.8% | $152,909-77.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 16.78% | 192.60%-175.8pp | 148.59%-131.8pp | 345.46%-328.7pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,838 | $6,371-55.5% | $5,526-48.6% | $5,851-51.5% |
| Admin fee / account holder | $2,584 | $10,707-75.9% | $8,594-69.9% | $11,601-77.7% |