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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 | $46,504 | $197,625-76.5% | $177,840-73.9% | $158,966-70.7% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 13.93% | 58.76%-44.8pp | 48.32%-34.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,333 | $8,405-60.3% | $7,714-56.8% | $5,983-44.3% |
| Admin fee / account holder | $340 | $15,405-97.8% | $12,431-97.3% | $11,250-97.0% |