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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 | $27,214 | $100,911-73.0% | $90,440-69.9% | $158,966-82.9% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 7.35% | 1726.62%-1719.3pp | 1294.38%-1287.0pp | 302.95%-295.6pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,756 | $4,348+9.4% | $3,964+20.0% | $5,983-20.5% |
| Admin fee / account holder | $8,591 | $6,507+32.0% | $5,615+53.0% | $11,250-23.6% |