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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 | $34,908 | $96,643-63.9% | $86,617-59.7% | $139,456-75.0% |
| Participation rate | 29.4% | 74.4%-45.0pp | 71.7%-42.3pp | 80.3%-50.9pp |
| Annual return | 11.92% | 106.57%-94.6pp | 591.91%-580.0pp | 373.45%-361.5pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,151 | $4,835-76.2% | $4,437-74.1% | $6,711-82.9% |
| Admin fee / account holder | $9,621 | $6,406+50.2% | $5,613+71.4% | $11,407-15.7% |