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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 | $35,883 | $197,625-81.8% | $177,840-79.8% | $158,966-77.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 22.09% | 58.76%-36.7pp | 48.32%-26.2pp | 302.95%-280.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,525 | $8,405-58.1% | $7,714-54.3% | $5,983-41.1% |
| Admin fee / account holder | $461 | $15,405-97.0% | $12,431-96.3% | $11,250-95.9% |