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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 | $32,871 | $127,298-74.2% | $109,916-70.1% | $167,553-80.4% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.2%-28.8pp | 82.1%-36.7pp |
| Annual return | 8.65% | 22.97%-14.3pp | 29.46%-20.8pp | 478.89%-470.2pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,938 | $4,513-12.7% | $4,047-2.7% | $6,343-37.9% |
| Admin fee / account holder | $1,124 | $7,119-84.2% | $6,069-81.5% | $12,316-90.9% |